Prep vs Plan

One Costs You, One Could Save You

“There's a big difference between tax preparation and tax strategy. Tax preparation is what you've just gone through. It's gathering all this stuff, handing it to your accountant, or using Turbo Tax, and filing your taxes. It's looking in the rear view mirror. Tax strategy is looking forward–out the windshield of the car. How do we create a good plan so that we pay just the right amount of tax, but not too much?”