Tax Strategies

Our tax strategies are at your disposal. 

One essential part of preparing for your retirement is determining your current and future tax liability and developing a tax strategy to minimize the amount of taxes you pay during retirement. Tax planning is an integral part in planning your legacy and can directly impact the amount of wealth you will be able to hand over to your heirs and beneficiaries. We will help you ensure that your customized retirement strategy is able to take advantage of any possible tax credits and deductions to help secure and maintain what you’ve worked hard to save.

Wealth Financial Services & Tax Advisory utilizes a team of experienced accountants to supply tax planning, preparation, and filing services to best serve our clients. Based upon their unique set of retirement goals, in addition to their income and expenses, our clients are afforded the benefit of minimizing their tax burdens while building a foundation for a sustained tax reduction strategy throughout your retirement.

We monitor tax law changes specific to your retirement strategy, providing sound and dependable tax strategy recommendations, in addition to serving as your advocate in tax matters. Based on this, we will carefully craft a sound, dependable recommendation to minimize tax liabilities from year to year. Our clients’ tax returns are prepared to take full advantage of all possible deductions, credits and exclusions in order to minimize your tax burden.

Tax Planning Services:

  • 1040 tax optimization reports

  • Personalized tax reduction reports


Refund Tracker   What To Bring For Your Tax Appointment

Schedule A – Itemized Deductions Client Questionnaire

Complete the form on the right to request a Tax appointment with us!

Financial Consulation/Tax preparation