INCOME TAX PLANNING, PREPARATION, & CONSULTING

Ensure you are implementing tax reduction strategies like maximizing your retirement plan contributions, deciding to put which type of investments in which portfolio to maximize after tax returns, tax loss harvesting in portfolios and making charitable contributions can all help reduce current and future tax bills. We also review your current year tax projection based on your income and deductions and how that may be different from before or in the future.

A continuing education requirement keeps us to date about constantly changing tax laws so they can provide prudent, year-round tax planning counsel, including:

Designing strategies you can follow throughout the year to reduce your taxes.
Clarifying the impact of the latest tax laws, legislation and IRS rules on your tax liability.
Identifying the long- and short-term tax consequences of your spending, investment and other financial decisions, and advising you on the steps you can take to reduce your future tax liability.