We have a strategic partnership with Gradient Tax, LLC. We utilize their exclusive team of CPA’s to provide you with tax planning, preparation, and filing services. We will provide you with proactive advice on tax reduction strategies based on income, expenses, individual needs, and goals. Proactive tax planning allows you the opportunity to minimize your tax burdens and build a solid foundation of tax reduction strategies that can result in years of tax savings.
Tax Planning Services:
- CPA Prepared Roth Conversion Analysis
- CPA Prepared 2nd Opinion Prior Year Individual and Business Tax Return Reviews
- CPA Prepared Year-End Tax Filing Services
- 1040 Tax Optimization Reports
- Personalized Tax Reduction Reports
Retirement Portfolio Tax Management: In retirement, taxes are often your largest tax liability. We evaluate your options for tax-free distribution strategies as a countermeasure.
Annual Income Tax Management: Initial and ongoing evaluation of income tax return to ensure you are taking advantage of all opportunities to reduce your annual tax liability.
Contact Us for a free initial consultation.