Financial planning cannot postpone or prevent the first inevitable (death), but, in some instances, planning can postpone, reduce, or even eliminate the impact of the second, (taxes).
Effective tax planning is the cornerstone of Comprehensive Wealth Management. Our goal is to assist our clients in establishing the most effective methodsto position their wealth, utilizing all of the federal and state tax rules and regulations most favorable to our clients.
Planning strategies include Tax Favored Wealth Accumulation and ultimately distribution to generations of their choice. Every financial transaction, whether you’re an individual or a business ownerhas the potential to affect your tax strategy. There are different types of taxation, from federal to state and local, this can make planning and filing challenging.
Though filing happens once a year, conducting analytical, in-depth reviews of your current tax strategy with a tax expert year-roundwille ensure you will have nothing to worry about. You will receive recommendations that will allow you or your company to reduce the overall tax burden and foresee a successful financial future.
* Federal Tax
* State & Local Tax
* International Tax Services
* Personal Tax
* Tax Representation
* Employee Benefit Compliance
With the ever increasing complexity of tax legislation, it pays to put your tax planning in safe hands. Our tax specialists have extensive knowledge and expertise which is constantly up-dated. The team includes fully qualified tax advisors with Chartered Institute of Taxation accreditation.
We pride ourselves on being easy to deal with, and every member of our team combines enthusiasm and energy with a down-to-earth, jargon free approach. Whether you have complex tax affairs or simply need specialist advice on a particular area of legislation, we can offer a tailor-made service at a competitive price.
Remember, we work for you not for the IRS. Many of our clients often save more from tax advice than the fee in reduced tax liability through careful planning and legitimate tax strategies.
If you’d like to receive more information about our Tax Planning Service, please contact us at 661-729-4829