Tax Planning

Effective tax planning is the cornerstone of Comprehensive Wealth Management. Our goal is to assist our clients in establishing the most effective methods to 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 dollar spent by individuals or business owners has potential affect on your tax planning. Because of the different types of taxes, it can be a challenge to plan and file your federal, state and local taxes

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.

We cover:

• Federal Tax
• State and Local Tax
• Personal Tax
• Tax Representation

Tax laws are constantly changing so it's in your best interest to make certain that you are always protected. Our tax professionals are always up to date on current laws and regulations.

The team includes fully qualified tax advisers.

When you need help, it's important to us that you are comfortable speaking with us. You will easily understand everything you need because we know well how to speak in layman's terms. It doesn't matter whether you have a complicated tax situation or are needing guidance with regard to specific laws, we are here to help.

We are on YOUR side. Most often, our clients save more money with our valuable tax guidance than what our fees.

If you'd like to receive more information about our Tax Planning Service, please contact us at (586) 365-2327.