10 Questions to Determine if using an Accountant will benefit you Do I need an Accountant? 10 Questions to Determine if using an Accountant will benefit you Russ Jaeger, CPA www.russjaegercpa.com cpa@jaegerco.biz

Russ Jaeger, CPA www.russjaegercpa.com cpa@jaegerco.biz Do I need an Accountant? Do you own a business? If no, skip to next slide If yes, can you keep up with all of the tax filing requirements, paperwork, tax developments and other financial issues by yourself A qualified accountant can guide you through the minefield of tax requirements, filings and deductions. You can also get general business advice and business planning ideas from your accountant Russ Jaeger, CPA www.russjaegercpa.com cpa@jaegerco.biz

Russ Jaeger, CPA www.russjaegercpa.com cpa@jaegerco.biz Do I need an Accountant? Do you want to start a business? If no, skip to next slide If yes, there are dozens of things for you to consider. Have you created a business plan to determine the viability of your business idea? A qualified accountant can help. Do you need financing? A qualified accountant can help. Russ Jaeger, CPA www.russjaegercpa.com cpa@jaegerco.biz

Russ Jaeger, CPA www.russjaegercpa.com cpa@jaegerco.biz Jaeger & Co., CPAs We work with several small businesses across a range of industries. Startups to Sellouts will benefit from our accounting, payroll, tax and consulting services. Mention this slide to receive a free ebook. Contact us today at cpa@jaegerco.biz Russ Jaeger, CPA www.russjaegercpa.com cpa@jaegerco.biz

Russ Jaeger, CPA www.russjaegercpa.com cpa@jaegerco.biz Do I need an Accountant? Do you own your home? If no, skip to next slide If yes, your house may provide you with some great tax deductions and tax planning opportunities Your mortgage interest and real estate taxes may qualify as itemized deductions. They may also let you deduct other items that couldn’t like charitable contributions. Your home is a valuable asset and could benefit from financial planning. Russ Jaeger, CPA www.russjaegercpa.com cpa@jaegerco.biz

Russ Jaeger, CPA www.russjaegercpa.com cpa@jaegerco.biz Do I need an Accountant? Do you live in a high tax state, like CT? If no, skip to next slide If yes, you may be required to pay the Alternative Minimum Tax Did you know that the IRS has 2 tax systems for individuals – regular income tax and the AMT? Many more taxpayers living in high tax states like Connecticut will find themselves paying the AMT without increasing their tax withholding. Russ Jaeger, CPA www.russjaegercpa.com cpa@jaegerco.biz

Russ Jaeger, CPA www.russjaegercpa.com cpa@jaegerco.biz Do I need an Accountant? Do you have major medical expenses? If no, skip to next slide If yes, your out of pocket medical expenses may be tax deductible Your medical expenses must be greater than 7.5% of your Adjusted Gross Income to be deductible You may have expenses that you aren’t considering like Long Term Care premiums Russ Jaeger, CPA www.russjaegercpa.com cpa@jaegerco.biz

Do I need an Accountant? Do you have children or dependents? If no, skip to next slide If yes, your kids can generate tax benefits for you and may require financial planning The IRS has special provisions for kids and you may be eligible for deductions and credits. You may have other eligible dependents living with you. Russ Jaeger, CPA www.russjaegercpa.com cpa@jaegerco.biz

Russ Jaeger, CPA www.russjaegercpa.com cpa@jaegerco.biz Do I need an Accountant? Do you have a retirement account? If no, you should so keep reading If yes, a qualified retirement account like a 401k may be the best tax planning asset you have There are few tax advantaged benefits as available as qualified retirement plans like the 401k, 403b and IRA. You will need the income from these plans at some point in your life. Russ Jaeger, CPA www.russjaegercpa.com cpa@jaegerco.biz

Russ Jaeger, CPA www.russjaegercpa.com cpa@jaegerco.biz Do I need an Accountant? Do you have kids, part 2? If no, skip to next slide If yes, kids are expensive and most want to go to college or post secondary schools. The good news is there are credits and deductions currently available. The bad news is that they take some planning to be effective for you. Russ Jaeger, CPA www.russjaegercpa.com cpa@jaegerco.biz

Russ Jaeger, CPA www.russjaegercpa.com cpa@jaegerco.biz Do I need an Accountant? Do you hate paying taxes? If no, skip to next slide If yes, an accountant may be able to find ways to reduce your tax burden. We’ve already discussed some tax deductions and credits but only a qualified accountant can recognize opportunities for you. Certified Public Accountants are required to spend at least 40 hours each year with professional education, especially in tax related areas. Russ Jaeger, CPA www.russjaegercpa.com cpa@jaegerco.biz

Russ Jaeger, CPA www.russjaegercpa.com cpa@jaegerco.biz Do I need an Accountant? Do you have significant assets? If no, skip to next slide If yes, can you adequately manage the assets and prepare tax and financial plans. The IRS will be changing estate rules and taxation soon. You may have assets that you haven’t considered. Qualified accountants have been trained to deal with the issues arising from significant asset balances. Russ Jaeger, CPA www.russjaegercpa.com cpa@jaegerco.biz

Russ Jaeger, CPA www.russjaegercpa.com cpa@jaegerco.biz Jaeger & Co., CPA 100s of households from Connecticut to California trust us with their tax returns. You never pay more at Jaeger Co. You get CPA service for less than H&R Block prices. New customers can mention this slide and get a $25 discount. Russ Jaeger, CPA www.russjaegercpa.com cpa@jaegerco.biz

Russ Jaeger, CPA www.russjaegercpa.com cpa@jaegerco.biz Do I need an Accountant? Conclusion If you answered yes to any slide, you could probably benefit from working with a qualified accountant. We are trained to handle these issues and several other ones for your benefit. Contact me today to find out more at cpa@jaegerco.biz Russ Jaeger, CPA www.russjaegercpa.com cpa@jaegerco.biz

Russ Jaeger, CPA www.russjaegercpa.com cpa@jaegerco.biz Coming Soon How to choose an accountant to meet my needs. Russ Jaeger, CPA www.russjaegercpa.com cpa@jaegerco.biz