A common concern that we've heard at Mallery Financial is that tax preparers are not providing proactive help in tax planning. The tax preparer -- the person who has the most intimate knowledge of your tax situation -- typically records what happened last year, shows you the outcome, and waits for you to provide information again next year. We hear that proactive tax planning is persistently lacking in the experience of many people.
For that reason, Stephen Mallery opened a tax preparation business to help you accomplish two things: 1) get your taxes done, accurately, on time, and affordably, and 2) gain a direct interface between the tax preparer and the financial planner for insight into how to structure income and assets for better tax outcomes.
Mallery has partnered with a network of top tax professionals with a bent toward proactive tax planning. For more information, see the ProActive Tax Partners website.