Every financial plan should be tax-focused. We’ll build a financial plan that allows you to pursue your goals as tax-efficiently as possible. We’ll also help you keep track of your taxes and plan ahead for the upcoming filing season.
Our tax management services include:
1. TAX PREPARATION*
For those who are paid via a 1099 or W-2 income, we’ll help you keep more money in your pocket through our strategic tax reporting.
* Only available as part of the annual retainer and limited to residents of Alaska, Florida, Nevada, Oregon, South Dakota, Texas, Washington, and Wyoming.
2. TAX PLANNING
We’ll optimize every return while identifying tax savings you can utilize year-round to make sure you never pay more than what’s legally required.
We’ll help you answer questions such as:
- Are there legal and smart ways to keep more money in my pocket?
- What should I do to avoid an audit?
- Am I taking advantage of all available tax benefits?
- What are the most tax-friendly investments?
- Will a Roth IRA conversion help reduce my taxes?
- What are the best ways to reduce taxes?
- From a tax perspective, where is the best place to locate assets to achieve goals?
- How do I create a tax-efficient retirement withdrawal strategy?
- How can tax planning improve other areas of financial planning?