Tax Strategy to Maximize Your Wealth
Taxes are often your largest single expense, so it’s smart to take a holistic approach and manage tax decisions across all financial matters. Taxes have an impact on every aspect of your financial life.
Understanding tax strategies and managing your tax bill should be part of any sound financial approach.
Some taxes can be deferred, and others can be managed through tax-efficient investing. With careful and consistent preparation, you may be able to manage the impact of taxes on your financial efforts.
Tailored Tax Strategies to Save You Money
A collaborative approach to tax planning
We work collaboratively with you and your accountant to implement sound tax planning strategies. While accountants are trained to work in the past, our job as wealth managers is to look into the future.
Together, we help you review your recent tax returns and identify savings or restructuring opportunities in order to save you money in the future.
How can we help you mitigate your taxes and optimize your wealth?
Reduce Your Taxable Income
Tax Planning Process
Tax efficiency and financial planning are interwined. Whether you want to save for retirement, improve your income tax situation, or help with your business taxes – we can create a plan tailored to your needs.
Gather information to determine tax planning strategy
It includes the recent corporate and personal tax returns; business financial statements; ownership structure; estate planning documents such as wills and trusts.
Develop a road map that meets those tax planning goals
We develop a plan and coordinate with attorneys and tax compliance professionals to make sure that this roadmap is feasible and cost effective.
tax strategy development
A report that details the tax savings generated from implementing the selected tax strategies, and the step-by-step process to implement each strategy (including the cost).
implementation and monitoring of tax strategy
Coordinated with your attorneys and tax preparers to implement the strategy.