Your Link To Financial Success

November 2019
The Roart Group Is Sending Best Wishes for
Joy, Peace & Health For A Very
Happy & Safe Holiday Season
Insider News: Tips To Lower Your Taxes
The New Year is approaching very quickly. It's hard to believe we are in the last quarter of 2019 and tax season is around the corner. This is a great time to prepare and make some easy and smart moves to help lower your tax bill and increase your refund when ready to file.

Get started NOW and compile all receipts for any your tax deductible expenses and sources of income. Our 10 easy and quick tax tips will definitely help you get your finances in order before year end.

  1. Defer bonuses
  2. Accelerate deductions and defer income
  3. Donate to a charity
  4. Take a class
  5. Maximize your retirement
  6. Spend your Flexible Spending Account (FSA)
  7. Buy low, sell low
  8. Make W-4 withholding allowance adjustments
  9. Be aware of the Other Dependent Credit (ODC)
  10. Gather receipts related to your home property taxes or large purposes

It's not necessary to know all about tax rules. Allow us to ask you some simple questions and we will give you the tax deductions you are eligible for based on your answers. Simplify your life and let us help. Contact today and get your questions answered. This assures you will be prepared for the upcoming tax season and lower your taxes.

Contact us today for your complimentary consultation to learn how your business will become more profitable and you will make more money to
enjoy the many pleasures life has to offer!
The Roart Group
917-744-3660 917-744-3661