Your Free Tax Savings Review Awaits!
Explore ways to avoid ‘Voluntary Taxes’—extra dollars the IRS takes without a plan. Schedule your no-cost review by June 30, 2025.
Why Schedule Your Tax Savings Review?
- Maximize Savings: Discover strategies to reduce “Voluntary Taxes”, like optimizing Social Security or bunching deductions.
- No Cost, No Obligation: Our complimentary review identifies opportunities with no pressure to proceed.
- Tailored Solutions: Leverage our Total Approach Technique, blending tax and wealth management for your goals.
- Trusted Expertise: Work with the team you rely on for accurate tax preparation.
- Proactive Planning: Get ahead of next tax season by identifying opportunities now, whether you’re planning retirement or building wealth.
Your Tax Savings Review in 3 Easy Steps
- Step 1: Schedule Your Session
Book your no-cost review by June 30, 2025, either by calling (303) 858-0000 or using our online scheduler. Choose a time that works for you—in-person or virtual. - Step 2: Review Your 2024 Return
Bring your 2024 tax return and enclosed 2025 Tax Review Checklist. Our team will analyze your return to identify tax-saving opportunities, such as maximizing deductions or optimizing retirement income. - Step 3: Explore Your Options
Receive a personalized summary of potential savings. You can choose to implement these strategies with us for a fee (keeping the savings minus our cost) or simply take the insights with no obligation.
What to Expect from Your Tax Savings Review
- A Warm Welcome: Enjoy a friendly, 30-45 minute session with our tax experts, tailored to your unique financial situation, whether you join us in-person or virtually.
- Personalized Insights: We’ll review your 2024 return and checklist to pinpoint opportunities, such as leveraging Qualified Charitable Distributions (if 70½ or older) or optimizing business deductions (for self-employed clients).
- Clear Recommendations: Receive a detailed summary of potential tax savings, including strategies to reduce “Voluntary Taxes” and maximize your financial plan.
- No-Pressure Decision: Walk away with actionable insights and decide what’s best for you—implement with us or simply use the information to plan ahead.
Who Can Benefit from This Review?
- Retirees: If you’re receiving Social Security (1099-SSA) or managing retirement accounts, we can help optimize withdrawals, minimize taxes on benefits, and plan your legacy.
- Workers: If you’re earning income (W-2), self-employed (Schedule C), or paying student loans, we can identify deductions, credits (e.g., education credits), and filing strategies to save more.
- High Earners: If your income exceeds $200,000 (single) or $250,000 (MFJ), we’ll explore ways to reduce Net Investment Income Tax (3.8%) and Additional Medicare Tax (0.9%).
- Anyone Seeking Clarity: Whether you’re planning for retirement or building wealth, this review offers insights to avoid “Voluntary Taxes” and achieve your goals.
How Tier One Tax Services Stands Out
- Two Firms in One: We combine expert tax solutions and wealth management, offering a seamless experience to meet all your financial needs.
- Total Approach Technique: Our integrated services--tax preparation, tax planning, financial planning, asset management, and legacy/estate planning—ensure a holistic plan tailored to you.
- Client-Focused Care: Trusted by numerous clients for years, we prioritize your goals with personalized, compassionate service.
- Proven Expertise: Our team’s deep knowledge helps you avoid “Voluntary Taxes” and secure your financial future with confidence.