Beth Logan, Ea Email & Phone Number

Most people make their biggest tax mistakes between May and December because most people aren’t thinking about taxes from May to December. If you are making decisions without thinking about taxes, then you are likely to make a tax mistake. I have new clients that come to me in a panic because they did their taxes and owe a lot. They have often made a financial decision during the year which has negative tax consequences. It’s not all their fault. Even if you use a professional, you may be in the same position. Did your preparer handled 800 returns and then disappear until January? Small businesses and individuals with a home, child going to college, investments, or a small business need a professional who is available year round to answer questions before they make a business investment, sell their bonds, cash out an IRA, downsize your home, sell ESPPs, etc. Individuals going through a divorce or planning for retirement can also benefit from tax planning. At Kozlog Tax Advisers, our clients get tax preparation and tax planning. Before making financial decisions, they can contact Kozlog Tax Advisers to determine any tax consequences that should be considered. Is your current tax preparer available to help you during the year? Those software packages aren’t. Does your preparer help with estimated taxes each quarter? Do you get mid-year reviews? If you want tax planning and advice in addition to tax preparation, contact Kozlog Tax Advisers at: info(at)kozlog(dot)com. Specialties: Tax preparation, planning and representation. Tax issues relating to individuals, LLC's, privately-held manufacturing firms, and sole proprietorships. Areas of specialty include business credits, divorce issues, implications of medical marijuana dispensaries, the digital currency community, and retirement planning.

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