Tax and Financial Planning Services
Thinking about the future is probably the last thing on your mind, but have you actually taken a moment to think about how much you’ll need in retirement or how the new tax laws will affect you?
Our tax and financial planning services were designed with you in mind.
The process:
What will I get?
Thinking about the future is probably the last thing on your mind, but have you actually taken a moment to think about how much you’ll need in retirement or how the new tax laws will affect you?
Our tax and financial planning services were designed with you in mind.
The process:
- A discovery meeting to review your current tax situation
- A meeting to review the results (in-person, on the phone, or email)
- The option to add financial planning to maximize your tax situation
- Finally, receive an actionable plan tailored to your lifestyle
What will I get?
- Know what your tax liability will be for next year
- Find out if you can itemize
- Know if your business is eligible for a “tax cut”
- Know which retirement account is best for you
What’s the difference?
Tax planning: understand your current tax situation and estimate next year’s tax liability.
Financial Planning: maximize on savings, retirement, and learn how to adjust your current budget to meet future goals.
Tax planning: understand your current tax situation and estimate next year’s tax liability.
Financial Planning: maximize on savings, retirement, and learn how to adjust your current budget to meet future goals.