Crystal financial solutions financial planning omaha ne

Do you need help with your tax planning or return preparation? The experts at Crystal Financial are here to help! Our professional tax preparers can help you plan ahead and know what actions to take to reduce your income tax burden. According to a study released by the U.S. government’s General Accounting Office, 77% of 71 million tax payers believe they benefited from using a tax preparation professional. We can help you take all the deductions and credits to which you are entitled while making the process as simple as possible. Tax preparation for individuals and families

• Focusing on the biggest possible refund Many people have one goal in mind when they do their taxes: get the biggest refund possible.

However, if this means taking improper deductions, not reporting income, or otherwise trying to ‘work the system’, it could have negative consequences. A professional tax preparer will help you strive for the best overall benefit you are entitled to.

If you own a small business, your taxes can become incredibly complicated. That’s why it’s important to work with a professional tax preparer at the beginning of the year so you can keep tabs on your finances and be ready for tax time when it arrives. The experts at Crystal Financial have helped numerous small to medium sized businesses simplify their taxes and ensure they file everything properly.

A financial coach is your future’s best friend. At Crystal Financial, we have the experience and knowledge to help you through any stage of life. Whether you are trying to build a budget as you get started in life, properly manage your 401K or IRA, are preparing for retirement or want to efficiently manage your small business, Crystal Financial can help. We work with many types of people who have unique financial goals. Here are just a few of them: Young People

Those who are going to college or entering the workforce for the first time have unique needs. They need to effectively develop and manage a budget, maximize any retirement plans their employer makes available, and plan for their future families. We work with young people from childhood to become a compassionate financial teacher and advisor for them. We want to see young people succeed and go on to build successful careers and families and set themselves up early for fruitful retirements. We can educate young people on:

Growing families often struggle with maintaining a budget while still trying to pay for their children’s various needs and also save for retirement. Many married couples don’t understand how to properly take advantage of retirement programs at work or how to best claim tax incentives. We enjoy working with families of all sizes and ages to ensure they have the resources to enjoy their current lives while still planning for the future. Parents of College Kids

Parents who are preparing to or have already sent their kids to college have their own set of needs. They need to decide how much to help their children financially, how to best restructure their budgets in a new empty-nest household, and now must start looking at their own nearing retirement. We can help these parents with budgets, tax questions, investment opportunities, and the multitude of questions that come with this challenging life change. Those Preparing for Retirement

As individuals get closer to retirement age, their needs rapidly change. Many worry that they have not saved enough to have a safe and comfortable retirement and wonder if they will have to work long past the age of 65 to catch up. We often counsel those nearing retirement age to see how we can maximize savings while not reducing quality of life. Business Owners

Small business owners are a dynamic and inspiring group of individuals and we enjoy working with them to ensure their companies are a success. We can help with budgeting, tax questions, retirement planning for them and their employees, and a number of other areas. Working with business owners as their companies grow, develop, and succeed is a true specialty of Crystal Financial and we welcome the opportunity to assist any local small to medium business owner.

Do you need help with your tax planning or return preparation? The experts at Crystal Financial are here to help! Our professional tax preparers can help you plan ahead and know what actions to take to reduce your income tax burden. According to a study released by the U.S. government’s General Accounting Office, 77% of 71 million tax payers believe they benefited from using a tax preparation professional. We can help you take all the deductions and credits to which you are entitled while making the process as simple as possible.

• Focusing on the biggest possible refund Many people have one goal in mind when they do their taxes: get the biggest refund possible. However, if this means taking improper deductions, not reporting income, or otherwise trying to ‘work the system’, it could have negative consequences. A professional tax preparer will help you strive for the best overall benefit you are entitled to.

If you own a small business, your taxes can become incredibly complicated. That’s why it’s important to work with a professional tax preparer at the beginning of the year so you can keep tabs on your finances and be ready for tax time when it arrives. The experts at Crystal Financial have helped numerous small to medium sized businesses simplify their taxes and ensure they file everything properly.

A financial coach is your future’s best friend. At Crystal Financial, we have the experience and knowledge to help you through any stage of life. Whether you are trying to build a budget as you get started in life, properly manage your 401K or IRA, are preparing for retirement or want to efficiently manage your small business, Crystal Financial can help. We work with many types of people who have unique financial goals. Here are just a few of them:

Those who are going to college or entering the workforce for the first time have unique needs. They need to effectively develop and manage a budget, maximize any retirement plans their employer makes available, and plan for their future families. We work with young people from childhood to become a compassionate financial teacher and advisor for them. We want to see young people succeed and go on to build successful careers and families and set themselves up early for fruitful retirements. We can educate young people on:

Growing families often struggle with maintaining a budget while still trying to pay for their children’s various needs and also save for retirement. Many married couples don’t understand how to properly take advantage of retirement programs at work or how to best claim tax incentives. We enjoy working with families of all sizes and ages to ensure they have the resources to enjoy their current lives while still planning for the future.

Parents who are preparing to or have already sent their kids to college have their own set of needs. They need to decide how much to help their children financially, how to best restructure their budgets in a new empty-nest household, and now must start looking at their own nearing retirement. We can help these parents with budgets, tax questions, investment opportunities, and the multitude of questions that come with this challenging life change.

As individuals get closer to retirement age, their needs rapidly change. Many worry that they have not saved enough to have a safe and comfortable retirement and wonder if they will have to work long past the age of 65 to catch up. We often counsel those nearing retirement age to see how we can maximize savings while not reducing quality of life.

Small business owners are a dynamic and inspiring group of individuals and we enjoy working with them to ensure their companies are a success. We can help with budgeting, tax questions, retirement planning for them and their employees, and a number of other areas. Working with business owners as their companies grow, develop, and succeed is a true specialty of Crystal Financial and we welcome the opportunity to assist any local small to medium business owner.