Taxes are complicated and most people don’t like to look at their tax return. It is a dry, unpleasant subject that gets addressed once per year. We are trained and re-educated every year by some of the best tax minds in the country.
- We annually perform a comprehensive review of your tax return looking for opportunities or strategies that might help you reduce your income taxes.
- Roth IRA conversions, tax loss harvesting, taxable gain harvesting, charitable giving accounts, charitable remainder trusts – these are a few of the strategies we explore and have used for our clients as we work to reduce their taxes now and in the future.
- We will update you on new tax law changes and help you make changes to take advantage of the opportunities and help you avoid mistakes.
- We will connect you with a pre-qualified tax preparer that you can trust and coordinate and consult with them on an annual basis, with your permission on your behalf. Or we will help you work with your existing tax preparer.
- Our investing solutions are designed to help you reduce your taxes while balancing the additional goals of growth and risk management.