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Tax Planning & Return Preparation

Financial decisions have a tax component that will impact the advisability of a course of action. 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’ annual individual federal and state income tax returns. Combining tax preparation with investment management and financial planning helps maintain a complete understanding of your financial life and how a decision in one area affects your total financial outcomes.

 Some of the often-overlooked strategies that our firm considers throughout the tax planning process include:

  • The selection of securities that minimize taxes.
  • The placement of securities in retirement vs. non-retirement accounts.
  • Maximizing the benefit of tax-deferred retirement plans.
  • Assessing the tax effect of proposed transactions.

Tax preparation services are provided under the assets under management fee with no additional charge for clients with investable assets of $500,000 or more under our management. 

What’s My 2024 Tax Bracket?

What’s My 2024 Tax Bracket?

Check out this handy reference of updated ranges from the IRS in case your designated bracket has changed.
Understanding Marginal Income Tax Brackets

Understanding Marginal Income Tax Brackets

An inside look at how marginal income tax brackets work.
Red Flags for Tax Auditors

Red Flags for Tax Auditors

Here are six flags that may make your tax return prime for an IRS audit.

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