Owe Money to the IRS? Here’s Why You May Consider Meeting With a Financial Professional – By Sharlene Jamison
What is the benefit of seeking a financial professional if you already owe money to the IRS and are having problems paying your tax bill? Discussing your plans with a financial professional can help you get a clearer picture regarding your finances and investment options based on your unique circumstances.
While a financial professional cannot offer you tax advice, they can help by working alongside your tax professional to implement a tax strategy within your investment and retirement plans.
A financial professional, alongside your tax professional, can assist you in creating a yearly tax smart plan based on your circumstances. Developing a plan with the knowledge and guidance of professionals can help take the pressure out of making big financial decisions.
Your plan should take into account your dreams and goals and unique circumstances. Then, determine what you need to do to work towards the outcome you want based on a plan tailored to you.
When it comes to owing the IRS, you should always consult a licensed tax professional for advice before making any decisions. A Financial Professional can help you plan around this advice and implement investment strategies that complement your overall objectives.
You can reach me, Sharlene Jamison, Financial Professional at 917-670- 5994, [email protected] to schedule an appointment for a free financial consultation regarding your specific, individual needs, concerns, and family goals. https://www.cgaaonline.com/team/sharlene-jamison-1 Office Location: 1300 Veteran Memorial Hwy, Suite 210, Hauppauge N.Y. 11788
Securities and Advisory services offered through GWN Securities, Inc., a Registered Investment Advisor. Member FINRA/SIPC 11440 N. Jog Road, Palm Beach Gardens, FL 33418 (561) 472-2700 CGAA, Inc. and GWN Securities, Inc. are non-affiliated companies
Neither GWN Securities, Inc. nor its representatives offer tax advice. Please consult with a licensed tax professional before making any decisions.
Sharlene Jamison
Sharlene Jamison, financial professional, mother of two, a business woman, and entrepreneur. She takes a leadership role in life’s endeavors. Her goal is to give insight to the reality of life, procrastination, and the unknowing that can affect people financial situation.Sharlene Jamison
Financial Professional
GWN Securities, Inc
1300 Veteran Memorial Hwy, Suite 210, Hauppauge N.Y. 11788
T: 917-670-5994