If the answer to any of the following questions is "No" or "I don't know", we can help!

  1. Are your withholdings and estimated tax payments sufficient to avoid underpayment tax penalties?
  2. Has your Will been drafted to ensure maximum utilization of the unified credit and minimization of estate taxes while letting you control and direct the disposition of your estate?
  3. Have you done all that you can to provide for your retirement?
  4. Have you taken all of the tax credits and deductions to which you are entitled?
  5. Does it make sense to defer or accelerate income?
  6. If you are selling investment assets, have you taken advantage of those techniques which can provide the maximum deferral (possibly a permanent deferral)of taxes?
  7. Will your tax returns stand up to IRS scrutiny?
  8. Has your Accountant/CPA/Attorney adequately represented you before the tax authorities and obtained the best result for you?
  9. Has your tax professional been sensitive to your needs while providing creative and supportable tax planning ideas?
  10. Have you been successful in avoiding correspondence with federal and/or state tax authorities?

Smith & Associates, Ltd.
20 North Wacker Drive, Suite 1700
Chicago, Illinois 60606-2904
Phone: (312) 444-1776
Fax: (312) 236-5828

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