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Donald M. Scherzi, CPA, CFP

 
 Donald M Scherzi, CPA, CFP can provide you with assistance and guidance in all your tax, financial, and business affairs в assistance and guidance that will help you achieve your goals and improve your total financial well-being. Our mission is to provide our clients with the best possible comprehensive advice for the enhancement, protection, and preservation of wealth, for themselves and their heirs in a caring and understanding environment.
Address: Jupiter, FL, 33458    
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Website: Donald M. Scherzi, CPA, CFP
Phone Number
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 Professional Tax Return Preparation  
 Today`s tax laws are so complicated and ever-changing that unless your financial affairs are extremely simple, chances are you will benefit from the guidance and assistance of a tax professional. It is too easy to overlook deductions and credits to which you are entitled, resulting in your paying too much taxes. Even the use of computer software is no substitute for the assistance of a seasoned tax preparer. We prepare hundreds of tax returns every year. We know what to look for when your return is prepared. More importantly, you will have someone to answer your questions during the rest of the year. And we can put you on our mailing list to receive timely tax, business, and financial advice.  
 Your Tax-Cutting Checklist  
 Whether you·re a wage earner, an investor, a business owner, or all three, you should use the tax-cutting benefits available in the tax law. There is little to be gained by paying more tax than the law demands. Identify the tax-savers for which you qualify. Here·s a tax-cutting checklist to get you started. Check the list to see if there are tax breaks that you are overlooking.  
 If you could have one of the following as your payment for thirty days` work, which would you choose? (A) $10,000, or (B) a penny the first day, two cents the second day, four cents the third day, eight cents the fourth day, and so on, with each day doubling on out to thirty days. The $10,000 sounds very attractive, but the fact is that the penny doubled each day for thirty days adds up to over five million dollars. Of course, that is 100% interest compounded daily, a rate not available to most of us working folk. Nevertheless, this example shows you the power of compounding on your investment earnings.  
 We can review your investment ideas with you and your investment advisor and make recommendations to maximize your after-tax return. Don`t ignore the impact of taxes on your investments. While taxes should not drive your investment strategy, understanding how taxes affect your earnings will help you minimize taxes and maximize your return.

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Address and Phone Number
6156 Drake Street Jupiter, FL, 33458

Website: Donald M. Scherzi, CPA, CFP  Certified Public Accountant, Certified Financial Planner

 

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