TAX PLANNING FOR THE GOLDEN YEARS-MAY IS FIRST ENERGY MONTH

I AM TIRED OF WORKING Have you ever said that Most of us have. Zappitelli Financial Services started helping Lake County residents with their tax planning since 1982. We might do your tax return or a friend or family member s return. WE SPECIFICALLY DESIGNED OUR TAX PLANNING CENTER AT 1896 MENTOR AVENUE IN PAINESVILLE TOWNSHIP TO PREPARE OUR CLIENTS FOR THEIR GOLDEN YEARS. Call us at 440-354-0375 and we will help you get ready to enhance your lifestyle and thrive during the Golden Years MAY IS FIRST ENERGY MONTH We reserved May for our First Energy clients and employees who have tax questions. We ll answer questions concerning Social Security and Medicare strategies Tax return implications Married separate vs married joint tax returns Family gifting techniques Federal and State tax implications Budgeting During the Tax Planning Review we will discuss The Scoop on Social Security and Medicare Reducing your taxes What are my options Enhancing your lifestyle Defining your legacy CALL THE TAX HOTLINE 440-354-0375 CPA S AND CFP S ARE AVAILABLE TO ANSWER YOUR QUESTIONS Upcoming One-on-One Sessions June Lubrizol July Avery Dennison August Lincoln Electric September Steris October Progressive ZFS has not been endorsed or recommended as a tax financial adviser for any of these local companies. The Tax Planning Center is located at 1896 Mentor Avenue in Painesville Twp just east of Target. CALL THE TAX HOTLINE AT 440-354-0375 to set up an appointment www.retirementplanningcenters.com

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