Income Tax Planning/Preparation
The proper management of your tax liability can have a positive effect on your cash flow, investment returns, and retirement income.
In addition to tax planning for future transactions, our firm prepares our clients’ individual federal and state income tax returns each year. This service helps maintain a complete understanding of the interaction between financial planning, investments, and tax decisions.
Tax returns are prepared for our clients at no additional fee by Lighthouse’s affiliated accounting firm, Stephen C. Poplaski, CPA, CFP®.