Avoiding Costly Tax Mistakes
The Client
Allegiant Wealth Strategies, a financial services firm with offices in Portage and Battle Creek, Michigan, is dedicated to acting in their clients' best interests and to building long-lasting relationships with them. The firm works with clients in every stage of life, from when they start "adulting" in their 20s to living their best lives in retirement.
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The Challenge
The challenge from Allegiant Wealth Strategies was to draw readers to their blog, "These 6 Common Tax Return Mistakes Could Cost You." The blog highlights possible mistakes readers may be making on their tax returns and suggests they schedule an appointment for a tax return review with the financial advisors at Allegiant Wealth Strategies.
The Solution
We decided to use targeted advertising on Instagram and Facebook ads as well as social media posts that linked to the blog. From the blog, readers were directed to a landing page to schedule a consultation to review their tax returns for potential errors.
Advertisment
Are you making these costly tax mistakes?
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Are you making costly income tax mistakes? Find out so you can adjust your past returns and get back the money you're owed!
Discover 6 frequent tax errors and tips for accurate filing by reading our blog. You'll uncover tips on avoiding big tax mistakes!
And exactly what to do if you overpaid so you can get back the money that’s rightfully yours.
Go read the blog now:
Social Media Post
Landing Page
Does the IRS owe you money? Find out with a tax return review
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Wonder if you’ve overpaid on your taxes? It's time to find out.
Our financial advisors specialize in identifying costly errors in past tax returns to help you reclaim potential overpayments.
Here’s how it works:
1. Book a free consultation: Fill out the form below and we’ll schedule a convenient time.
2. Review by an experienced financial advisor: After we meet and agree to work together, our advisors will scrutinize your past returns (up to 3 years!), spotting any costly mistakes.
3. Review the results: We'll discuss our findings and guide you on how to correct errors for potential refunds.
Act Now to Find Your Potential Savings!
Errors in tax returns can be subtle and expensive. Don’t let past mistakes affect your financial health.
Here’s how we saved a client $30,000:
The client almost paid $40,000 to the IRS because their capital losses from previous years weren't applied. Our client didn’t realize that you can carry over up to $3,000 in losses each year ($1,500 if married and filing separately). After reviewing the return, we found their carry-over losses, which reduced their tax bill to $10,000 after they applied the $3,000 carry-over loss on their returns for 10 years.
Fill out the form below and we’ll schedule your first consultation. Let’s see if you’re missing out on money you deserve!