Tax Strategies & Consultations
Our firm assists individuals with meeting their legal filing obligation and guides them in legally reducing their tax liability when possible. Our strategic tax planning services help our wealth management clients coordinate activities to legally minimize tax liability and maximize tax credits and deductions.
With the growing complexity of today’s tax law, it’s easy to overlook the best strategy to minimize your tax liability while maximizing tax credits or deductions. We are dedicated to continuously growing our knowledge of the current tax law, complex tax code, and the ever-evolving regulations so you can rest easy in our expertise.
As you acquire and manage assets in preparation for retirement, don’t forget to plan for the tax implications of your distributions. Our firm can assist you in distribution strategies as you transition to retirement, during retirement, and along the way as life’s milestones occur.
Our goal is to help identify strategies suited for your individual needs and circumstances.
Tax Strategies and Consultation Services include:
- Strategic Tax Planning
- Preparation of Personal Income Tax Returns
- Representation before the IRS and State Tax Agencies
- Preparation of Estimated Tax Payments
At Advisor.Investments, we can combine investments, taxes, annuities and life insurance to build customized family retirement strategies