Road - woods.jpg

SUMMARY | WEALTH MANAGEMENT | INVESTING | TECHNOLOGY | TAX | INSURANCE | PRICING

Tax preparation starts at the beginning of the year.  Tax planning takes place all year.

There's a Difference

If you look at your tax return, you’ll see that the total amount of income you receive is different than the amount of income you pay taxes on.  This isn’t because you’re doing something wrong - but instead because the tax code allows for it.

A good accountant, CPA or software program knows how to put items on your tax return; however a tax planner knows how to help you take things off your tax return.

If you don’t see your tax professional between May & December, you may be missing out on tax saving opportunities.

For a different approach, request a Complimentary Analysis now.