Tax Planning

FinPlan_TaxPlanningWe are not tax preparers nor do we give tax advice, these are the duties of tax professionals like a CPA or accountant. Our analysis of your tax outlays is to measure the impact various investments are having on your situation, to understand your current tax brackets, and to determine if there are ways to minimize your tax costs. Taxes are a big part of our expense situation; not only are we exposed to Federal Taxes, but need to deal with State and Local, property, and sales taxes. For clients considering retirement, looking at your tax situation can help determine if a more beneficial retirement zone might improve your cash flows and thus your retirement standard of living.