Tax Planning

Tax Planning is an important part of any financial plan and it just makes good sense not to pay Uncle Sam tax dollars you could use to fund a better retirement.

We provide tax planning with an IRS licensed Enrolled Agent who focuses on Tax. We review your past tax returns to look for strategies and we will help you implement those strategies (we don’t expect you to do it by yourself).

If you own a small business or LLC or S-Corp there are so many ways to save tax dollars that very few have been told or been explained how to use them to reduce your tax liability. We will show you every conceivable way possible to lower your tax liability and free up tax dollars.

We are also aware of the tax implications of your investments and we review investments to minimize and reduce your tax liability where possible. We view every financial decision through a tax efficiency lens to save you as much tax as possible and keep you on course to reach your financial goals. You can rest easier knowing we are looking out for you.

Free Social Security Retirement Planning Book!