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    "The art of taxation consists of plucking the goose so as to obtain the most feathers with the least hissing."
    ― Jean-Baptiste Colbert
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    Tax Prep

    You may know that we now have a newly created Tax Division at the Eischen Group, and have just completed our first in-house season with great success.

    We all know that taxation is a necessary evil, and regardless of our opinions of the current system, it is one to take very seriously. We also know that for most people, it is not a fun process.

    Well, let us take the “sting” out of filing this next tax year. Whether you have a current preparer, or like many of you, prepare them yourself, we can be an excellent alternative. One of the best parts of our service is the price. We prepare your 1040 and additional Schedules A, B, and D, (up to 5 entries), 1 State and 1 Local return for only $89! That includes electronic filing of the returns including most local returns.

    According to the National Society of Accountants, the average cost of preparing just a Form 1040 plus Schedule A, Itemized Deductions, and a state tax return last year was $261! And if you have a more complicated return, our goal is to charge ½ of last year’s fee!

    If you are unsure of a previously filed return, we would be glad to review it. There is no charge to you if we do not find any changes, and the ones that we have been reviewing are resulting in additional refunds, or reduce possible penalties and interest by correcting them.

    Our Head of the Tax Division has over 25 years preparing all types of returns from Individual to Business to Estates and Trusts, and we also offer Tax Planning. Call us soon to secure your appointment as the schedule fills up quickly.

    You’ll be glad you did.

    Strategies for Financial Independence

    To schedule a time to discuss your financial future, contact us at tax@retirewithsuccess.com or call us at (614) 221-2211 today!

    We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.

    Your investment advisor is not permitted to offer, and no statement contained herein shall constitute tax or legal advice. You should consult a legal or tax professional on any such matters.

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    Advisory services are offered through The Eischen Group, a state of Ohio Registered Investment Advisor.

    The Eischen Group is a Registered Investment Advisor. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial advisor and/or tax professional before implementing any strategy herein. 1100515

    *Guarantees provided by insurance products are backed by the claims-paying ability of the issuing carrier.

    The retirement kit is provided for informational purposes only. It is not intended to provide tax or legal advice. By requesting this report you may be provided with information regarding the purchase of insurance and investment products in the future.