— Albert Einstein, physicist
Maximize Your Tax Efficiency
No one wants to pay more taxes than absolutely necessary, but with changing laws and new tax-saving opportunities, it isn’t easy to navigate an increasingly complex system.
We take a comprehensive approach to tax planning geared toward the simple goal of maximizing income while minimizing tax burden. Our tax preparers, including trained CPA’s, work alongside our financial advisors, creating a synchronous strategy that combines convenience with expertise. We also take the time to make sure you understand the components of your tax returns and how current tax laws affect you, whether you’re buying a home, saving/paying for college, distributing funds from a portfolio, or reorganizing finances after a divorce. We apply our expertise on your behalf to simplify a complicated process.
Year-Round Tax Planning Services
Annual Tax Preparation
Withholding and Paying Taxes Throughout the Year
Year-End Tax Planning
Benefits from Integrating Tax and Investment Advisors
Questions We Can Help You Answer
- Should I change my tax withholding elections?
- Should I make estimated tax payments?
- Should I contribute to a Traditional IRA or a Roth IRA?
- Should I execute a Roth IRA conversion?
- Should I offset capital gains with tax-loss harvesting?
Certified Financial Experts™
At WFA, you have access to team of professionals including SEC-Registered Investment Adviser Representatives, CERTIFIED FINANCIAL PLANNERS™, and Certified Public Accountants. These individuals provide investment management, tax planning, retirement planning, estate planning, and risk management services. Our financial advice considers your personal situation as a whole, so you can feel confident about your decisions.
Year-round Tax Strategies
“Tax Season” isn’t the only time to think about taxes. Year-round planning allows you to take advantage of tax strategies and the historically low tax brackets currently available to maximize your tax efficiency throughout the year.
Learn more by scheduling a free consultation.