Taxes

SAVINGS | EXPERTISE | TIME

Reducing taxes can have an enormous impact on your financial plan. Whether you are selling your business, preparing for retirement, or simply seeking to optimize your financial picture, our in-house tax professionals will offer you leadership and strategies designed to minimize your taxes over time.

Taxes, Johanna Seenath

Our in-house tax professionals streamline your entire tax picture to help you avoid costly missteps. We prepare returns and projections, evaluate policy changes and coordinate with your investment team to offer proactive strategies designed to minimize your tax exposure.

TAX RETURN PREPARATION

  • Individuals, Trusts, and Family Partnerships
  • Electronic tax organizer, filing cabinet, and e-file

TAX PROJECTIONS AND PLANNING

  • Transactions
  • State of residency changes
  • Charitable giving
  • Tax loss harvesting
  • Company retirement plans
  • Roth conversions
  • Gifting
  • Marriage and divorce
  • Tax policy changes

ESTIMATED TAX PAYMENTS

  • Monitor income, gains and losses throughout the year
  • Evaluation of federal and state withholding

CORRESPONDENCE WITH TAX AUTHORITIES

  • IRS and state notice representation
  • Assistance with IRS and state audits

ANSWERS TO YOUR INDIVIDUAL TAX INQUIRIES

  • CPA tax guidance to personal tax questions

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Summary of President Trump’s Preliminary Tax Plan

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