We may be able to lower your tax burden. Our affiliate, Davies Law Offices, electronically files tax returns on behalf of our clients utilizing state-of-the-art professional tax software, so returns are accurately filed and refunds are faster and more secure. If you are a Wealth Management client of DWMS, our affiliate can be of assistance with respect to preparation of your tax returns.
The simple truth is that many people pay more taxes than necessary. However, this is what the US Supreme Court has said: "Anyone may arrange his affairs that his taxes shall be as low as possible. He is not bound to choose the pattern which best pays the treasury, there is not even a patriotic duty to increase one's taxes. Over and over again courts have said that there is nothing sinister in so arranging affairs as to keep taxes as low as possible. Everyone does it, rich and poor alike, and all do right, for nobody owes any public duty to pay more than the law demands." Judge Learned Hand, Helvering v. Gregory, 69 F2d 809 (1934).
Wayne R. Davies, Esq., LL.M. Tax, is a tax attorney with over 30 years' experience in the areas of advice, compliance (tax return preparation), and representation of clients before the Internal Revenue Service and Massachusetts Department of Revenue. Atty. Davies is a former tax consultant with Deloitte, Haskins & Sells (now Deloitte, a "Big Four" CPA firm). In 1988, Atty. Davies was awarded a post-doctorate LL.M. in Taxation Degree from Boston University School of Law. As part of an inclusive wealth management strategy, many clients rely upon Atty. Davies' tax advice and expertise for preparation their annual income tax returns.
If you are considering tax preparation services, please contact Atty. Davies and request to be added to his client list to receive the 2015 Income Tax Organizer which will be published and available in January 2016.