The Tax E Man Blog, along with our website www.PatTax.net, are designed to be year round resources for tax consultation, preparation and representation services provided by Baldwin NY Tax Preparation service Pat Tax Inc. and Patrick White, Enrolled Agent . Please feel free to contact us with any questions or concerns.
“Begin with the End in Mind means to begin each day, task, or project with a clear vision of your desired direction and destination, and then continue by flexing your proactive muscles to make things happen.”
Steven Covey Habit 2: The 7 Habits of Highly Effective People
In educator and successful businessman Dr. Steven Covey’s seminal work on self-empowerment, “The Seven Habits of Highly Effective People”, he points out in Habit 2 the importance of creating your Personal Mission Statement. The Mission Statement focuses on what you want to be and do. It is your plan for success. It puts your goals in focus, and moves your ideas into the real world.
The mission of tax planning should serve a similar purpose. Tax planning with your tax professional should reflect short and long term goals of you, your family and/or business. It should serve as a roadmap on reaching your goals based on a firm educational foundation and tools to monitor plan progress. Tools to avoid pitfalls and minimize surprises.
It was with this in mind that the Tax E Man Blog compiled a category on Tax Planning. Tools and topics include
- Financial Planning Guide
- College Financial Aid Planning
- Saving for College
- Moving Out Worksheet
- Saving for Retirement
- Early Retirement Distributions
- Newlywed Tax Tips
- Pension Income Planning
- Social Security and Medicare
- Estate Planning, Wills, Probate, and Transfer of Assets
Pat Tax Inc. and Enrolled Agent Patrick White are available to answer questions or concerns and to help in customizing your Tax Plan. Tax Planning Tool and Topic blogs will appear beginning May 1, 2016 and will remain available under the Tax Planning category.
Any accounting, business or tax advice contained in the Tax E Man Blog or www.PatTax.net, including attachments, links and enclosures, are not intended as a thorough, in-depth analysis of specific issues, nor a substitute for a formal opinion, nor is it sufficient to avoid tax related penalties.
If desired, Pat Tax, Inc. would be pleased to perform the requisite research and provide you with a detailed written analysis. Such an engagement may be the subject of a separate engagement letter that would define the scope and limits of the desired.
The Tax E Man Blog, along with our website http://www.PatTax.net, are designed to be year round resources for tax consultation, preparation and representation services provided by Pat Tax, Inc. . Please feel free to contact us with any questions or concerns.
Tax E Man Blog 