At McGregor Wealth Management, we pride ourselves on offering comprehensive 2nd Opinion Tax Review services to help you fully achieve your financial goals.

5 crucial questions you need to ask yourself

tax-auditWho is preparing my income taxes?
What is my overall tax plan?
When should I make changes?
How do I know what changes to make?
Who is going to help me with all of this?

According to The Wall Street Journal, millions of Americans are routinely failing to take deductions they’re entitled to, thus overpaying their taxes by billions of dollars collectively.

Yesterday’s mistakes don’t always have to lead to tomorrow’s problems.

One of the smartest men of the last century, Albert Einstein, stated the income tax code is the hardest thing to understand in the world! There are a mind-boggling 5.5 million words in the Tax code! At 16,845 pages, more than 10 times the length of the Bible, it is impossible for the average taxpayer to know, understand and accurately apply its provisions. If you’re one of the 140 million people who pay taxes every year, odds are that you’re one of the 80 percent of people with errors on your tax return. The IRS is not required by law to tell you, so if you don’t find the mistakes and request a refund within three years, the IRS wins. And you lose.

​The good news is there is something you can do about it! Our firm has partnered with McGregor Tax Advisory Group, LLC, a privately-owned tax planning, preparation and filing firm who serves individuals and business owners. In conjunction with McGregor Tax Advisory Group, we offer an array of advanced tax planning services encompassing tax preparation and filing, prior-year tax reviews, beneficiary review services, Roth IRA conversion analysis and advanced tax planning.

Our team of CPA’s and tax professionals are experienced in all matters of accounting and taxation and maintain strict professional standards. We pride ourselves on quality and responsive services. Together, we will conduct a comprehensive 2nd Opinion Tax Review of your prior-year tax returns and provide a Personalized Tax Reduction Report. If we identify errors, we can re-file the return for you, and you keep 100 percent of any refund money. Moreover, our Personalized Tax Reduction Report provides concrete steps to capitalize on missed savings as well as suggestions to lower your future tax bills. Our 2nd Opinion Tax review services will help you build a solid foundation of tax reduction strategies and we hope will minimize your future tax burden.

We will help you discover how to only pay taxes when you use your money, to reduce taxable income upon retirement, to structure your IRA to never pay taxes on withdrawals, and several other tips overlooked by many Americans.