Tax Strategy: The Process
Our team takes a proactive approach to develop personalized strategies, tailored to your unique financial situation to ensure your tax liability is at the lowest legal limit.
Meet
Get to know you and your tax history to build a foundation for financial peace of mind.
Gather
Document gathering of prior year tax returns, support documents, tax notices, tax transcripts and investment statements.
REVIEW
Develop a personalized strategy to achieve success.
Present
Present your personalized strategy to achieve financial success.
Implement
Prepare a Tax-Smart Plan and deliverable to we can implement the strategies that will lower your tax liability to the lowest legal limit.
Advise
Ongoing monitoring, meetings and advice to ensure the implementation is successful.
Do you have a Tax-Smart Plan?
Our team takes a proactive approach to develop personalized strategies tailored to your unique financial situation to ensure your tax liability is at the lowest legal limit.
Topics we will discuss with you:
- Tax Withholdings
- Estimated Tax Payments
- Capital Gains
- Retirement Savings Vehicles
- 401k/403b
- HSA
- 529s
- Employment Benefits
- Tax-loss Harvesting
- Municipal Bonds
- Real Estate Taxes
- Required Minimum Distributions (RMDs)
