Navigating Tax Preparation and Planning with Tax Expert Mark Crooks (Ep. 10)

Navigating Tax Preparation and Planning with Tax Expert Mark Crooks (Ep. 10)

Are you tired of feeling overwhelmed and confused when it comes to filing your taxes? Don’t worry, you’re not alone. But what if you could have access to expert advice that simplifies the tax process and maximizes your returns?

Join us on this episode as we chat with tax guru Mark Crooks, who demystifies the complex world of tax preparation and planning. Mark dispels common myths about taxes and provides valuable insights on how to effectively plan for tax season, regardless of your income sources or tax deductions. Don’t miss this opportunity to optimize your financial strategy and take control of your taxes. Tune in now!

In this episode:

  • Discover the truth about long form vs. short form, and other common tax myths that are hurting your wallet
  • Learn about the different tax rules that apply to various types of income, such as salaries and wages, investment income, retirement income, social security, business rental property, royalties, and more
  • Understand how to create a comprehensive tax planning strategy that minimizes your tax liability and maximizes your returns
  • We’ll also show you how to level out your taxes to avoid sudden spikes during retirement
  • Don’t miss out on these game-changing tips and more – tune in now!

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About Our Guest:

Mark Crooks is a tax expert who has spent over two decades helping individuals, small businesses, and trusts navigate the complexities of tax preparation and planning. Mark’s journey to becoming a tax preparer began when he studied tax, accounting, and finance in college. After starting his own sales business and doing his taxes, Mark discovered the “tricks of the trade” regarding tax preparation. He eventually transitioned into the tax business full-time and has since become an expert at helping his clients get organized and approach tax season more calmly and structured way. Mark aims to dispel common misconceptions about taxes and help his clients plan and prepare for tax season, no matter their income sources or tax deductions.

Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor. Member FINRA & SIPC. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.

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