Tax Planning

Tax planning is one of the most important and valuable services we provide our clients. Our clients achieve significant tax savings by deferring or even avoiding taxes through our annual process of reviewing and evaluating their individual circumstances and making use of all applicable opportunities available under the Internal Revenue Code.

The purpose of our tax planning is to ensure tax efficiency, with the elements of the financial and investment plans working together in the most tax-efficient manner possible. Tax planning is an important part of a wealth maximization plan, as income taxes make up the single largest expense incurred each year. By planning ahead for taxes, our clients have more income to save and invest toward their financial goals.

Our affiliated CPA firm prepares tax returns for clients needing tax compliance services.