email:  mike@kattollc.com                         phone: (248) 835-9112         or (941) 249-509                      fax:(419) 858-4570                       23261 Lehigh AV. Port Charlotte, FL 33954
 
 

 

Income Tax Planning

 

The income tax code is too complicated in the USA and the US government is constantly changing it to stimulate the economy and establish fiscal policy. As a consequence, most people pay too much in income tax and forget about deductions or do not take advantage of the tax code to maximize their savings. Some of the overlooked savings include college education credits, home mortgage interest deductions, IRA and other retirement savings, Health Savings Accounts, alimony payments, donated property, credits for child care and energy, etc. As your personal financial planner I will help you organize your finances and identify where you can maximize your deductions and plan for future deductions. I will use the certified financial planning process to evaluate your unique finances and identify where you can make changes to plan for maximum tax savings.  

 

Mike Katto is a CERTIFIED FINANCIAL PLANNERTM and a Registered Investment Advisory Representative.

 

 
email:  mike@kattollc.com                         phone: (248) 835-9112      or (941) 249-5099                           fax:(419) 858-4570                       23261 Lehigh AV. Port Charlotte, FL 33954
 or (941) 249-5099