Tax Planning and Preparation

Tax Planning and Tax Preparation are two pieces of the puzzle to help make sure our clients are keeping as much of the money they earn as possible. Our tax accountants specialize in understanding complex tax code for businesses, individuals, trusts, and estates to maximize your bottom line through every allowable tax strategy. It goes well beyond depreciation and contributing to a retirement account. 

Some firms file tax returns to turn around a return as fast as possible to save you tax now, but you don't understand the impacts of the strategy beyond this year. Our tax planning is consultative in nature, taking the full picture into effect. At Asset Strategies, our tax preparation means we take the time to understand your objectives, your concerns, and your timelines, so that you understand your options, and so that we can project if there is a more advantageous strategy to implement.  

Our Certified Public Accountants (CPA's) will prepare your tax returns and provide advanced tax planning either independently from or during your financial planning and/or asset management meetings. But tax planning doesn't end on April 15th. 

We also help our clients with:

  • Small & Medium Business Consulting and Succession Planning
  • Inheritance & Tax Planning  
  • Professional representation with IRS audits
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What is the Fee-Only Advantage?

Fee-Only means we work for you, not for our commission and provide honest advice in your best interest.

Why Asset Strategies?

We are a fee-only comprehensive financial advisory firm providing finanical planning, asset management, and tax planning and preparation all under one roof. Financial decisions don't happen in a vacuum, so why should your financial advice only consider one aspect of your financial picture? 

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