Tax services are available to our Financial Foundations and Financial Freedom clients for an additional fee. This optional service includes both tax return preparation and tax planning for a more complete, ongoing management of your financial plan.
This planning addresses critical events in business and life, such as:
- Estate considerations
- Tax Loss Harvesting
- Charitable strategies to maximize tax deductions
- Tax efficient retirement income planning
If you’re a client, call today for more information on how our tax services can benefit you.