Tax Services

When you hear the term “tax planning”, it is common to think of income tax or estate tax for the wealthy - but it can also mean dealing with sales taxes, excise taxes, property taxes, or other forms that all cost you money. If not planned for, taxes can be a major obstacle on your financial path. We work with you to identify areas where you can save money on your taxes and plan accordingly. We help you understand the tax effects of financial decisions, and work to minimize the short-term and long-term tax cost to your assets.

We offer a comprehensive review of your tax return to highlight opportunities for maximizing tax reduction strategies, as well as ongoing annual reviews of your tax situation and planning to incorporate any new tax law changes.

Tax strategies include:

  • Estate tax planning
  • Maximize education expense deductions
  • Maximize charitable deductions
  • Estate tax planning
  • Personal & Corporate Income Tax Preparation
  • Stretch IRA tax benefits over multiple generations
  • Convert an IRA to a Roth IRA
  • Reduce inheritance taxes
  • Structure the sale of a business