It’s important to understand the difference between tax compliance and tax planning. Tax compliance season goes from January through April and is where tax professionals gather your data so they can prepare your return strictly for tax compliance (or what we in the industry call emergency room tax preparation). If that is the only time you see your tax professional or accountant, you may be leaving thousands of dollars on the table because you didn’t know all your business choices.
Some tax professionals specialize in both, but the majority specialize in one or the other. If you are looking to maximize your tax savings, make sure you’re engaged in tax planning.
Paul Mocker, CPA
6599 Camino Venturoso
Goleta, CA 93117
(206) 328-6794 Tel
(805) 856-1567 Fax
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