More than 70% of Americans pay more to the government than they need to.

You’ll likely pay too much in taxes in 2020.

If you wait until January to start the 2020 tax process, it's almost certain that you'll pay more to the government than you need to.

Most taxpayers provide their CPAs all of their tax information after the first of the new year. At that point, the most we can do is make sure all your income and expense sources are on the correct line of your tax return. If you make the mistake of waiting until January, you've lost the proactive ability to reduce your taxes this year.

Are you sure you did not pay more in taxes for the past 3 years?
Do you know all tax-saving opportunities that are legally available to you?
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Why Hire Us?

For those who reserved a tax planning session last year, we achieved a median tax savings of $20k.

We develop and deploy a plan that maximizes your wealth by minimizing your taxes.

0.5% of the tax code is dedicated to charging taxes

99.5% of the tax code provides deductions from taxable income or credits against tax.

Will you be one of those who pay too much in taxes in 2020?
Everyone should pay the taxes they are legally obligated to pay, but not one penny more.
We can’t guarantee tax savings, but we can guarantee peace of mind that you aren’t leaving money on the table.

Here’s how to make sure you don’t pay too much in taxes in 2020

Step 1

Register for tax consultation with Pine & Co in November or December — before it’s too late to make adjustments for 2020.

Step 2

Provide all your sources of income so that we can estimate what your taxable income will look like for the current year.

Step 3

We look at already-achieved deductions and credits and then provide opportunities to reduce your taxes before the end of this year.

We have a limited number of sessions available. A regular Tax Planning Session costs $1,900 or more

If you book before Nov. 30th, you’ll get an Early Bird discount and save $300.

When you sign your name on your 2020 return, you'll be confident that you have paid the taxes you are legally obligated to pay, but not one penny more.

Don’t make the mistake of waiting until January to start the 2020 tax process. If you wait, you will lose most of the ability to reduce your taxes to the legal minimum. If you wait, you will pay more than you owe.
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Get your money back if you overpaid

Once we have your 2020 tax plan in place, we can go back in time, usually up to three years, and get your money back if you overpaid (which you almost certainly did).

When we meet for your session, remind us to tell you the heartbreaking story of a new client who had overpaid by $1,000,000 (yes, he paid one million dollars more than he owed). Spoiler: the government kept it because he didn't come to us in time.

Tax Insights

Check our blog posts to get updates and know more about the latest tax codes.

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Minimize your taxes. Maximize your wealth.