Plan For Tax Season and Avoid The Mess

Tax season is upon us and I can already see the stress that is overcoming many of my clients.  With only a month left to get your taxes taken care of, I continue to hear all sorts of questions.  Will I receive the amount on my tax returns that I am anticipating?  What should I do with my refund?  What are stealth taxes?  These are important questions that come about every year during this season.  Just like retirement planning, it’s important to have a plan for your taxes and to make sure you’re asking the right questions.

Adam Spiegel, a Miami-based certified public accountant and partner with Morrison, Brown, Argiz & Farra summed tax planning up with a very simple acronym, PLAN.

P stands for ‘prepare your records ahead of time.’

L stands for ‘list your issues and questions.’

A stands for ‘analyze your financial statements for accuracy.’

N stands for ‘note the changes in laws during the year and discuss them with your tax advisor.’
As a Retirement Income Specialist, planning and preparation are at the root of all of my clients’ strategies.  In this field of work, the better prepared you are, the more educated your decisions can be about future finances and investments.  Before you begin completing your taxes, complete a consultation with me, Warren Elkin, and get your finances in line so you’re ready for your CPA.  Don’t be a victim to the mistakes that many people make during tax season; learn what questions to ask your CPA to cut your taxes now and avoid tax problems in your future.

Call today! Speak with me now at 877-476-5051 or email me directly at  For more information go to and learn more about our unique process to make sure your financial decisions are made in your best interest.

Have a great day,
Warren Elkin


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