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At Laser Financial Group, we have spent more than 20 years directly assisting folks from all walks of life take back control and overcome the most pressing challenges in today’s economy.
From insurance to retirement, taxes and bookkeeping, we are known to help our clients cut through the confusion with clear, sound, and straightforward solutions. Together, we can create a unique solution to achieve the outcome you desire so that you can look forward to the rest of your future with total confidence.
You’re probably going to live a good, long, and healthy life. That’s a great thing! But are you going to be losing sleep wondering whether your savings will provide you with reliable income for as long as your retirement lasts? We can help you to insulate yourself from the possibility of ever outliving your savings and guarantee that your retirement income will not be disrupted regardless of what happens on the Stock Market.
When it comes to collecting Social Security benefits, most Americans make the very costly mistake of assuming that the Social Security Administration will give you all the advice you need about how to maximize your benefits and avoid leaving money that you may be otherwise entitled to on the table. That would be nice. But unfortunately, that’s just not how things work in reality. According to the Social Security Administration Operations Manual Procedure GN 00203.004, employees are specifically prohibited from giving you any form of advice, or even wording questions in such a way as to “suggest the proper or desired answer”
Our team has helped many folks navigate their options – and it’d be an honor to do the same for you, too!
Our team of professionals can help you plan your savings in a way that will legally preserve them for your future generations without jeopardizing your eligibility to qualify for maximum Medicaid benefits. This means that you don’t have to exhaust your hard-earned savings, leaving your loved ones with practically nothing, just to protect your health later on in life.
When you utilize our tax return preparation service, your return will be handled by a tax expert who holds the IRS’ most elite credential, someone who knows the ins and outs of the U.S. Tax Code and will work to uncover every single deduction you’re entitled to so that you can rest assured you’ll receive your biggest possible refund.
You won’t simply complete some one-size-fits-all checklist and just hand over your documents, you will have an in-depth conversation with a knowledgeable tax expert who will probe and ask the right questions to ensure that nothing falls through the cracks.
Unlike other fly-by-night tax preparation services, we are available all year round – not just during tax season – and also have unlimited practice rights to represent you on any tax matter before any IRS office in the nation. So, whether you simply have a question about your return, taxes in general, or you receive a “love” letter from the IRS, we will be available to assist you.
Did you receive a letter from the IRS? Do you have an upcoming tax Audit? Do you need assistance to file your missed tax returns, or to negotiate your tax debt? Whatever administrative matter you have, we can deal with the IRS on your behalf. In fact, when you retain us as your representative you will not participate in any phone calls or attend any meetings that we will have with the IRS, unless you are formally served with an enforceable administrative summons. So, in a nutshell:
At Laser Financial Group, we believe that preparing for your desirable financial future – whatever that looks like for you – requires more than simply building a given amount of nest egg or business venture. While that is important and necessary, it is only one piece to the puzzle.
The other equally crucial – but often missed – piece is tax planning: the process of strategizing to preserve your hard-earned wealth, within the confines of existing tax rules, so that you can minimize or even possibly eliminate taxes – and by so doing, maximize your net spendable money and/or bequest.
With our years of practical experience in financial services and special competence in federal tax matters, we can work with you to create a customized plan that will allow you to keep more of what you’ve worked so hard to earn.
When you partner with us for accounting work, we will take the stress of wondering whether your books are accurate (and will survive an IRS audit) out of the picture so that you can focus on doing what you do best – run your business and live your life. Whether you are just starting out, or have been in business for decades, we will make the transition seamless:
This website is for informational purposes only. All opinions expressed are solely those of Laser Financial Group, LC., and our editorial staff. This content is not to be considered investment advice and is not to be relied upon as the basis for entering into any transaction, advisory relationship, or making any investment decision. No particular outcome is guaranteed. No strategy can guarantee a profit, protect against loses, or ensure peace of mind. Recommendations are based solely on third party products for which we receive compensation. Laser Financial Group, LC., does not provide investment advisory services. This does not constitute an offer to provide services in any jurisdiction in which such offer or solicitation would be unlawful under the laws of such jurisdiction. Any United States tax reference on this website is not intended to be used, and cannot be used for the purpose of avoiding penalties under the Internal Revenue Code, or promoting or recommending to another party anything addressed herein. Acceptance to participate in IRS e–file does not imply endorsement of software or quality of services provided. Our IRS representation privilege does not include Tax Court or criminal prosecution. Laser Financial Group, LC., is not responsible for the security of information transmitted through any third party applications.