Tax Preparation & Planning
Tired of what you pay to Uncle Sam and the State each year? Let’s face it; no one likes to pay more taxes than they should. That is the goal with our tax preparation and planning services—to help you minimize the tax bite the government puts on you each year.
We will coordinate with you and your tax professional to employ the appropriate tax saving strategies available to you for each particular tax year.
We will monitor your after-tax accounts and look to maximize tax savings in using more tax efficient options when appropriate and available and implement strategies to minimize the tax you pay when it comes time to sell your investments.
For your pre-tax retirement accounts, we look at conversion options and more efficient withdrawal strategies to minimize your taxes. We also closely monitor how your withdrawals will affect the taxation of your social security benefits.
We offer preparation services for certain types of returns. For those that are outside of our parameters, we are happy to refer you to a tax professional that is better suited for your situation.