Tax Planning

Tax Planning

Understanding tax strategies and managing your tax bill should be part of any reliable financial approach. Some taxes can be deferred, and others can be managed through tax-efficient investing. With careful and consistent preparation, you may be able to manage the impact of taxes on your financial efforts.

Tax planning is an important component for your overall financial plan. Careful planning throughout the year can assist you in reducing the taxes you pay – as well as help you achieve your financial goals. 

We provide expert tax planning and preparation, utilizing ideas and strategies specifically designed for retirees. Most people do not know that in the retirement years every dollar saved by minimizing income taxes will increase your spending capacity in retirement more than additional growth on your money.

Tax planning should not be done in isolation, but instead should be driven by your overall financial goals and integrated with your total financial plan. We can help you develop and implement appropriate strategies to lessen or shift current and future tax liabilities to help you meet your long- and short-term objectives.

Tax Preperation*

  • Prepare & File: Preparation & filing of your federal & state income tax returns (individual, business, estate, trust, & nonprofit).

  • Tax Appointment : 30-minute tax appointment call discussing your specific situation & questions (1-hour included for businesses).

  • Prior Year Return Review: Complimentary review of your prior-year tax return to look for any missed deductions, credits, or errors.

Areas of Tax Planning Expertise

  • High Net Worth Individuals Tax Planning

  • Tax Analysis/Planning 

  • Retirement Planning (IRAs, 401(k)s, SEP IRAs, etc.)

  • Tax Loss Harvesting

  • Much More

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