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Experience the Best of Financial Consulting Services in El Paso

el paso business owner receiving financial consulting

With 30 years to back our experience, at Tax Matters, our level of expertise in financial consulting will put you at an advantage no matter what your financial goals are. We help individuals and businesses strategize on saving and earning more money. If you’re in need of financial consulting services, then you’re in the right place.

Tax Matters of El Paso offers services in financial management, planning, and investment for individuals, couples, self-employed, and small business owners.

Financial Management From The Experts

Some people are better at self-managing their money while others need guidance. No matter your financial background, you can change your fate by taking action. At Tax Matters, will help in you in the following ways:

  • Avoiding overspending. There’s nothing worse than finding out you’ve been overspending. It’s better to find out early on so you can change your behavior. We’ll look for areas where you can potentially cut back on spending.
  • Spending wisely. There are likely areas in your personal finances or business where you are spending on useless items. Instead, allow us to help you cut back and put that money toward an investment.
  • Focusing on the big picture. It’s natural to get caught up in the bad habits that drive our day-to-day. We often lose sight of our goals and wind up in the exact position we were trying to avoid. We can help you focus on long-term goals with strategies that can be practiced on a daily basis.

Start Investing in Your Family’s Future

Tax Matters looks out for your family’s future when no else can. We can advise ways of saving throughout the year, such as setting aside your annual income tax return or a monthly percentage of your income. Our financial consulting services for families include:

  • Saving for retirement: It’s a rewarding feeling when you know your future is financially secure long before leaving the workforce. The reality is that 1 in 3 Americans is actually saving for retirement. We can help you put aside a percentage of your current income toward retirement.
  • Start a college fund: It’s never too early to start saving for your child’s future education. Knowing that when the time comes he or she will be well prepared to attend a school of their choice will bring you peace of mind.
  • Support your passion: Many times, our full-time jobs are not our passions but because of the demands to pay bills and support our families, we miss out on opportunities to do the things we enjoy, even if it’s part-time. If you’ve been daydreaming about starting a side project, we can help you set aside money to make that favorite hobby a source of income.

How You Can Start Saving Today

Here is an example of a chart that you can use to manage your personal finances on a monthly basis.

INCOME BUDGET ACTUAL DIFFERENCE
Wages & Tips
Interest Income
Dividends
Gifts Received
Refunds/Reimbursements
Other
TOTAL INCOME $ $ $
HOME EXPENSES BUDGET ACTUAL DIFFERENCE
Mortgage/Rent
Home/Rental Insurance
Electricity
Gas/Water/Sewer/Trash
Phone/Cable/Internet
Other
TOTAL HOME $ $ $
TRANSPORTATION BUDGET ACTUAL DIFFERENCE
Vehicle Payments
Auto Insurance
Public Transportation
Gas
Repairs
Other
TOTAL TRANSPORTATION $ $ $
DAILY LIVING BUDGET ACTUAL DIFFERENCE
Groceries
Clothing
Dining Out
Pet Food
Salon/Barber
Personal Care
Other
TOTAL LIVING $ $ $
ENTERTAINMENT BUDGET ACTUAL DIFFERENCE
Movies
Concerts
Sporting Events
Vacation/Travel
Books
Other
TOTAL ENTERTAINMENT $ $ $
BUDGET SUMMARY
Total Income $ $ $
Total Expenses $ $ $
NET $ $ $

We will provide additional resources geared toward your specific plan along with easy solutions to efficiently manage your budget.

An Insight Into Our Process

  • Step 1. Initial Meeting: We will first meet to learn about your needs and financial goals.
  • Step 2. Gather data: By evaluating your previous profit and losses, we can create a smart foundation for your future.
  • Step 3. Analyze and Evaluate: Based on your current situation and using short and long-term targets, we will consider methods to guide you in a solid direction. Our goal is to evaluate any risks that could potentially hinder your success.
  • Step 4. Create a Strategy: Once we have a good grasp of your situation, we will develop a strategy that’s tailored to you.
  • Step 5. Implement the Strategy: After your customized plan is solidified, it’ll be time for you to put it into action! This means closely following our advice for maximum results.
  • Step 6. Monitor your Progress: You’ll have support along the way. We’ll be here to help you stay on track and tackle any bumps along the road.

We Help Self-Employed Individuals and Small Business Owners Save Money

If you’re a business owner, Tax Matters can also help you save you money. Our financial consulting services for businesses is targeted at cutting back costs and finding ways to keep the company financially secure. Starting a business has many rewards and risks. We aim to maximize the rewards and limit the risks.

Preparing Your Business for the Future

According to Forbes.com, 8 out of 10 business fail within the first 18 months. One of the major reasons behind a large number of closing doors is leadership. A good leader will look out for the business’s overall health. This includes everything from personnel, customer service, supplies, and most importantly its profit and losses. By taking advantage of our financial consulting services, as a leader you will secure your business’s future.

Get in Touch With Us Today

If you’ve been experiencing anxiety and stress over your personal or professional finances, contact us today. Remember, the solution to fear is action. We can help you take action toward a more financially secure tomorrow.

Call Today and Turn Your Focus Back To Increasing Your Bottom Line!


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