PRO-Active Tax Planning, Preparation, & Management
TAX PLANNING AND MANAGEMENT IS CRUCIAL
Tax planning and management is an important aspect of your total financial planning process. By reviewing your current financial situation, we can identify individualized strategies for active wealth management that will minimize your tax liability now and in the future.
Tax law is complex
Corporations, partnerships, trusts, estates and individuals are faced with constantly changing tax laws at both the state and Federal level. Our tax professionals are specialists in tax law at these levels. We are dedicated to preparing tax returns with the utmost accuracy, thorough research and extensive knowledge of tax codes and current legislation.
- PRO-Active Tax Planning & Preparation
- Pro-active tax planning, tax preparation and investment advice integrated under one roof
- Complimentary review of your income tax return by our in-house CPAs
- Management of capital gains and losses to minimize taxes
- Tax preparation and accounting services for individuals and businesses
- Business entity selection and formation services
For more information about the Pro-Active Tax Planning & Preparation services that are offered through our affiliated accounting firm, Prestige Wealth Accounting Group, please visit their website at www.prestigewag.com.
*Tax services provided through the terms and conditions of a separate written agreement.