Ace Tax & Financial in Eden Prairie, Minnesota, has announced that the company will be adding a new free service for all tax clients called the Ace 21. According to Sharyl Schultz, CLU, President and owner of Ace Tax & Financial "What Ace is doing different this year, in addition to providing the standard tax preparation service, is the new Ace 21, a free, no obligation proactive planning service."
Schultz stated, "We've found that most people do a good job of planning for the expected, but most do not plan for the unexpected. The Ace 21 provides a review that is not likely on your radar." The new proactive planning service could be invaluable to tax clients because every one of the Ace 21 planning items can help individuals identify how small unexpected things can become big problems.
Schultz said that powers of attorney (“POA”) authorize another person to act on one's behalf in specified or all legal or financial matters. “But what would happen if your financial institution has an internal policy making acceptance or continued use of your POA difficult? What would happen if for some reason it did not work when you needed it most, such as your incapacity? The Ace 21 process will help you avoid that difficult situation," Schultz remarked. During the 2016-2017 tax season, clients that take advantage of the Ace 21 review will find out how they can avoid this situation, along with 20 other valuable proactive steps they can take to shore up their financial security.
Schultz also noted, "We are once again offering the special $69 complete tax preparation offer because of how popular it was in the community last year." New and returning clients of Ace Tax & Financial can once again look forward to working with Norm Strom, CFP, who is a veteran tax preparer in the business for over 23 years.
The company states that customers can contact them to learn more about the program or to schedule a tax consultation. Schultz urges individuals to begin preparing for their income tax filing now, as the filing deadline is April 18th. With just a few months to go, the company states that customers should contact them soon to schedule an appointment. Those interested can also learn more from the company's official website at www.acetaxandfinancial.com.
Schultz stated, "We've found that most people do a good job of planning for the expected, but most do not plan for the unexpected. The Ace 21 provides a review that is not likely on your radar." The new proactive planning service could be invaluable to tax clients because every one of the Ace 21 planning items can help individuals identify how small unexpected things can become big problems.
Schultz said that powers of attorney (“POA”) authorize another person to act on one's behalf in specified or all legal or financial matters. “But what would happen if your financial institution has an internal policy making acceptance or continued use of your POA difficult? What would happen if for some reason it did not work when you needed it most, such as your incapacity? The Ace 21 process will help you avoid that difficult situation," Schultz remarked. During the 2016-2017 tax season, clients that take advantage of the Ace 21 review will find out how they can avoid this situation, along with 20 other valuable proactive steps they can take to shore up their financial security.
Schultz also noted, "We are once again offering the special $69 complete tax preparation offer because of how popular it was in the community last year." New and returning clients of Ace Tax & Financial can once again look forward to working with Norm Strom, CFP, who is a veteran tax preparer in the business for over 23 years.
The company states that customers can contact them to learn more about the program or to schedule a tax consultation. Schultz urges individuals to begin preparing for their income tax filing now, as the filing deadline is April 18th. With just a few months to go, the company states that customers should contact them soon to schedule an appointment. Those interested can also learn more from the company's official website at www.acetaxandfinancial.com.
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