An integral part of formulating a sound Financial Plan for you includes capturing an accurate look at your tax situation for further Tax Planning. We believe in tax reduction planning where applicable. As part of our regular meetings we will address taxation and give advice or refer such taxation issues to tax professionals.

Our goal is to simply work jointly with your CA, avoiding the erosion of your hard earned money by taxes.

Tax Planning for you might include:

  • Retirement Plan Optimization
  • Tax Reduction Strategies
  • Small Business Topics (i.e. Buy-Sell Agreements, or Sale)

Leave a comment