Tax Planning and Preparation

Do you offer both tax planning and preparation services? 

Yes, we provide both tax planning and tax return preparation for individuals, trusts and small businesses.

Tax planning is one of the most important and valuable services we provide our clients. Our clients achieve significant tax savings by deferring or even avoiding taxes through our annual process of reviewing and evaluating their individual circumstances and making use of all applicable opportunities available under the Internal Revenue Code.

One of the biggest impacts on how much tax you pay over your lifetime is the withdrawal strategy you decide to implement. In our tax planning meetings, we will be able to go over the various options you have, how it affects the amount of tax you’ll pay, and help you make the best decisions for your circumstances.

The purpose of our tax planning is to ensure tax efficiency, with the elements of the financial and investment plans working together in the most tax-efficient manner possible. Tax planning is an important part of a wealth maximization plan, as income taxes make up the single largest expense incurred each year. By planning ahead for taxes, our clients have more income to save and invest toward their financial goals.

Our in-house, affiliated accounting firm employs a CPA and an Enrolled Agent who have over 50 years of combined tax experience to meet your tax planning and compliance needs. Most of these services are provided at little or no cost to our investment management clients because we want to make sure your taxes are seamlessly integrated into your financial and investment planning experience.