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You have reached the Money Matters, Inc. website. At Money Matters, we help clients organize their financial lives, save on taxes and invest soundly.
Building trust is an important process at our firm. Clients trust us, I believe, because:
- We place clients' interests first
- We do what we say we will do
- We do not sell products or receive commissions
- We provide objective advice
- We try hard to serve clients well
Our client base consists of professionals as well as small businesses. We are fortunate to serve some very nice people and they make our work enjoyable.
Rod Roath, CPA, CFP
Founder
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Planning for the [Tax] Season
Posted November 28, 2011
It’s nearly December. For most people, “planning for the season” is all about party preparations. But for the very wise among us, the phrase also means year‐end tax planning time. In this article I’ll survey a few year‐end tax planning ideas that might apply to you. I’ll also touch upon 2012 tax changes.
What to Do Before New Year’s Day 2012...
My intention is to pique your curiosity and motivate you to take action during the next thirty‐three days.
Or you might simply call Money Matters to ask for assistance. Remember: New Years Day 2012 is too late to execute tax‐saving ideas for your 2011 tax returns. And most tax strategies require time to design and complete. The time for action is now. click here to read on...
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