Tax Planning Service

Optimize your taxes with guidance from experienced advisors.

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Minimize Your Tax Burden

Minimize your tax burden with strategic tax planning and optimization, including tax-saving opportunities, withholding strategies, and referrals to trusted tax professionals for comprehensive support.

Our tax planning service focuses on developing strategies to minimize your tax liabilities and optimize your financial situation. Through a comprehensive review of your current tax status, we identify opportunities for tax savings and ensure you are making the most of available deductions and credits.

Robert Sullivan (ChFC, NSSA), our Chief Investment Officer, leverages over 20 years of specialized experience in wealth management to help optimize your tax situation.

Our firm’s commitment to using the latest financial planning tools and delivering personalized service ensures that you receive the highest quality support for your tax planning needs.

Integrated Tax Planning Services

Tax planning is about more than just preparing your tax filings; it’s about developing a strategy that ensures clarity and confidence in managing your obligations. Our comprehensive financial planning offering includes personalized tax planning services designed to help you minimize your tax burden and enhance your financial well-being.

Retirement Tax Strategies
Income Source Tax Implications
Estate Tax Liability Analysis
Tax Withholding Strategy
Deductions and Credits Optimization
Tax-Efficient Investment Strategies

Included Tax Services

Our personalized approach to planning leverages a thorough process to help you achieve your financial goals and secure your future.

Tax-Efficient Investment Strategies

We develop investment strategies that focus on maximizing your after-tax returns. This includes selecting tax-efficient allocations and utilizing tax-advantaged accounts.

Deductions and Credits Optimization

We review your unique situation to identify all eligible deductions and credits, ensuring you take full advantage of available tax-saving opportunities.

Retirement Tax Planning

We help you plan for tax-efficient retirement income, including strategies for managing required minimum distributions (RMDs) and optimizing Social Security benefits.

Estate Tax Liability Analysis

Our estate planning analysis ensures your assets are transferred to your heirs in the most tax-efficient manner possible, minimizing the impact of estate taxes.

Income Source Tax Implications

We analyze the tax implications of your different income sources and provide strategies to minimize their tax impact.

Tax Withholding Strategy

We guide you in setting appropriate tax withholding levels to avoid underpayment penalties or large bills.

Third-Party Tax Professionals

When necessary, we refer you to trusted CPAs or attorneys from our network for specialized tax advice and services.

Tax Planning FAQ

Here are answers to some of the most common questions about our tax planning service.

How does tax planning work?

Tax planning involves a comprehensive analysis of your current situation to develop strategies that minimize your tax liabilities and assess potential tax benefits.

It includes reviewing your income, assets, and expenses to identify tax-saving opportunities such as deductions, credits, and tax-efficient investments.

The process may also involve forecasting future liabilities and making adjustments to your financial plan to ensure tax compliance while optimizing your overall financial position.

What is a tax planning session?

A tax planning session involves working with a professional to identify strategies to minimize taxes and optimize financial decisions for the year.

Is tax planning legal?

Yes, tax planning is legal and focuses on using tax laws to maximize deductions and credits while staying compliant with regulations.

What is the difference between tax planning and preparation?

Tax planning is proactive, focusing on strategies to reduce future taxes, while tax preparation is the process of filing taxes based on past income and expenses.