At The Tax Maestro Inc., the careful management of your finances is our top priority.

We pride ourselves on giving you personalized and thorough service that meets your business or individual needs.

Welcome to The Tax Maestro Inc.

At The Tax Maestro Inc., we are dedicated to helping you prosper and meet your business and personal goals.

Where you can expect - and get - personalized service. We pay attention to details and your individual needs. We get to know you and strive to ensure your complete satisfaction.

Everything we do starts with understanding our client's business.  It's the key to providing creative, forward looking advice and building long-term relationships.

Strategizing for the Future

Important before, critical now

I do not do taxes by looking in the rearview mirror.  Any competent tax preparer can take a stack of tax documents from you, plug the numbers into boxes  and hand you a tax return.  But that is just recording history - What has happened.  Putting numbers in boxes or using Turbo Tax is like driving using the rearview mirror.- and you don't want your taxes and your family's future to reflect ' Maters quip - "ain't no need to watch where I'm going.... I just need to know where I been."

Recent events have started to underscore the critical need for planning.The Senate has turned blue which means that taxes will probably be going up!  It's not just a possibility anymore.  It's a near certainty.

Here are some of the changes that have been proposed:

  • Raise the top marginal rate back up to 39.6%.
  • Raise rates on capital gains to that same 39.6% for some taxpayers.
  • Add back the 12.4% OASDI tax for earned income over $400,000.
  • Reimpose the "Pease limits" to phase out itemized deductions.
  • Limit the value of itemized deductions to 28%.
  • Scale back qualified busines income deductions.
  • Raise the corporate rate back up to 28%
  • Eliminate the step-up in basis for inherited assets.
  • Roll the federal estate tax exemption back to pre-tax reform amounts.
  • Possibly eliminating Internal Revenue Code Section 1031.

So strategizing for the future is no longer just important - it's critical.  We don't have a crystal ball to predict the future.  We do have a roadmap that will keep you away from many of the pitfalls of an uncertain furure.

CALL ME NOW.  863-658-4357 OR 833-TAX-RELF

As a further service to our clients, our website offers links to valuable financial tools.
These tools include up to date tax, business and financial news articles, financial calculators, a tax calendar with important filing dates, federal and state tax links, financial terms, and a page that offers links to track your federal and state tax refunds.

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The Tax Maestro Inc.
1751 US Hwy 27 S
Sebring, FL 33870
Telephone: 863-658-4357
Fax: 863-657-4522
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