Tax Service Planning

• Refer you to an accountant if you need one, or work with your accountant if you already have one.
• Review your tax return for the past three years to gauge if there are any items that need our attention based on your financial situation
• Provide you with the cost basis data for portfolios that we manage for you
• Notify you of any material changes in the tax code that will affect your financial planning
• Assist you with various tax questions:

1) How to organize your financial information
2) What expenses are tax deductible or allow for a tax credit
3) When to consult an accountant or attorney for specific situations
4) How long to save financial papers

Tax planning will help alleviate unforeseen tax headaches for the future and make sure you pay the correct amount in taxes.