skip to Main Content

Services Client relationships are built on a commitment to personal attention and old-fashioned service. Get Started Today

Tax Preparation

The decisions you make in your business and in life have a direct impact on your personal tax situation and financial plan. That’s why it’s crucial to work with tax advisors who appreciate all of your business and personal goals. At Taylor & Company we are business owners and we are families so we relate to you.  We take the time to get to know you personally, so that we understand what you’re trying to achieve for your family and your business. We value the relationships we build with our client family and that makes us better advisors.

We are passionate about taxes and use our deep knowledge of tax law to keep you in compliance while taking advantage of every tax credit and deduction. Tax returns are required to be prepared and filed every year but so many overlook credits and deductions because they do know they exist.  So if you are looking for experienced, passionate and personal tax advisors, who look out for you and your family’s best interests than get started with Taylor and Company.

Tax Strategy

Have you been wondering, “What more could I be doing to reduce my tax liability?” or “What other tax planning steps could my family take to meet my financial goals while being as tax efficient as possible?” These are common questions we get every day. We look at your financial life holistically to provide strategies that would fit you and your family’s individual needs and goals.

Some of these topics include:

  • Withholdings
  • Estimated Payments
  • Capital Gains
  • Retirement Savings Vehicles
    • 401k/403b
    • HSA
    • 529s
  • Employment Benefits
  • Tax-loss Harvesting
  • Municipal Bonds
  • Real Estate
  • Required Minimum Distributions (RMDs)

Personal CFO

We are more than financial planners. We offer tax advice and integrate it into all of our financial plans. Our team consists of both Certified Public Accountants (CPA), and Personal Financial Specialists (PFS).

Through our tax arm, Taylor and Co., we provide tax return preparation and planning services, tax advice and financial planning all under one roof.

Learn more about our integrated tax services and how our team can save you time and money.

Estate & Trusts

Investment management may sound like a service only for the wealthy but it drills down to making the most of your money. No matter how large or small the portfolio is, it’s important to optimize every dollar.

From a holistic view of our clients’ assets and liabilities, we facilitate robust financial guidance aligned with client goals, risk tolerance and financial priorities.

As a fee-only investment advisor, we charge only an asset based investment advisory fee so that our compensation is directly linked
to the value of your investment portfolio. We do not sell products and do not receive commissions.

Learn more about our strategies and processes for managing investments and streamlining cohesive investment plans.

Get Started Today

Back To Top