Maximizing Advanced Tax Planning

Tax Planning Happens All Year

Want to pay less in taxes? Ready to maximize your deductions and get a bigger return? Then you need to start tax planning!

Don’t worry; you don’t need an accounting degree to make smart tax decisions. A little planning, and the right financial advisor, can go a long way when it comes to paying the lowest taxes possible.

I can help, which is why I’m hosting Maximizing Advanced Tax Planning on Tuesday, January 10th at 4:00 pm EST. Join me to learn tax planning strategies to secure your financial future. If your goal is to grow your wealth, you need to start planning and stop wasting money on overpaying your taxes!

Meet Forward Accountancy, The Facilitator of Maximizing Advanced Tax Planning

Jennifer moved to Humboldt County in 1975 from Southern California. She has worked in public accounting since 1980 and joined our firm in 2006. Jennifer works primarily in tax preparation for individuals and business entities.

Bachelor of Science Degree in Business Administration, Humboldt State University, 1977
Humboldt State University, completion of courses necessary to sit for the CPA exam

Professional Designation
CPA, licensed in California

Professional and Civic Involvements
Member of the California Society of CPAs
PTA board member since 1998

Community Involvements
Volunteer for school events
Donate baked goods for Soroptimist International of Arcata and other local fundraising events

Hosted by:

Forward Accountancy

Tax Planning Strategies Everyone Can Use

Tax planning isn’t just for those in the highest tax brackets. No matter what your take-home income equates to, tax planning can go a long way in ensuring your hard-earned money stays in your pocket.

I have tons of strategies to share with you during Maximizing Advanced Tax Planning! From contributing to your retirement fund to tweaking your withholdings, there are countless ways to keep more of your pay.

Together, we’ll examine common deductions and explore different tax breaks you should be taking advantage of. This is one money-saving event you don’t want to miss!

I Look Forward to Sharing This Experience With You on Tuesday, January 10th at 4:00 pm EST!