Tax Strategies

Comprehensive Financial Planning

A solid, comprehensive financial plan, should include your tax situation. Do you have a tax plan to coordinate taking income and withdrawals from retirement accounts, a spend down strategy, Roth conversions, tax loss harvesting? These are just some of the strategies we evaluate.

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We make tax planning as easy as 1, 2, 3

#1 Send us your last tax return.

You can send thorugh our secure upload.

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#2 We analyze and create a tax report.

The report will include specific tax strategies and ideas.

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#3 Implement recommendations.

Give the report to your tax preparer or do it yourself.

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