Morey shares an example of a client who had already had his taxes prepared by an accountant, and then came to Glazer Financial. Morey and his group of Senior Accountants were able to identify many missed deductibles and inconsistencies on the client’s return.
If you live offshore, and are uncertain which tax forms you need to file, or when your taxes are due, call the professionals at Glazer Financial. Or, if you are looking for real estate in Belize, call Macarena Rose, at Rainforest Realty.
Key Takeaways:
[1:01] The FBAR has new rules and it must be attached to your 1040.
[2:08] Who's doing your tax return?
[6:04] The IRS is looking for variations in your taxes from one year to the next.
[6:52] Payroll taxes are a vital part of an employer's tax return.
[7:27] Glazer Financial's free 3-year review uncovered deductions for a client who had already gone to an accountant.
[11:43] You have to be careful about referrals from parties who may only be interested in a referral fee.
[15:01] The 3-stage review includes senior level accountants looking at your tax returns.
[17:00] The IRS is a much more efficient organization today than it was in the past.
[18:41] You need to plan to plan.
Mentioned in This Episode:
Email Macarena: macarenarose@gmail.com
Tuesdays with Morey on Facebook
Email Glazer Financial: mglazer@glazerfinancial.com
469-358-2818
972-385-0007
