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TAXES

DISCLOSURE: We are not tax attorney's or CPA's.  We do not file or prepare any tax returns.  Instead, we create tax projections to prevent surprises and tax strategies to lower your burden.  


No Surprises.

Take the nervousness out of your tax return by knowing your refund or liability ahead of time.

A La Carte Financial Planning

A PROACTIVE ANALYSIS

Project your future liability or refund with enough time to make changes. Find out your vulnerable areas ahead of time.

TAX DEDUCTION REVIEW

Make sure you are taking advantage of all available strategies to reduce your federal and state taxes (if applicable).

REAL LIFE SCENARIOS

See what actual dollars you may save by buying a home, adding more to your 401k, giving to charity, or reconfiguring your investments.


WHAT'S INCLUDED

A La Carte Financial Planning

Current Year Tax Projection

A line by line analysis of your expected tax liability for this year.

 

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Tax Deduction Review

Make sure you are using all available strategies to lower your tax bill.

Individually Priced Financial Planning

Comprehensive Analysis

A comprehensive tax strategy you can implement year after year.


Our EXPERIENCE HAS TAUGHT US  

Tax planning is often times a reactive process.  Once you find out the consequences, it can be too late to make changes.

Knowing your tax situation as far in advance as possible makes tax reduction strategies more manageable.  For example, if contributing $5,000 more into your 401k could be beneficial, having 10 months to do so is a lot better than 1.

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