Tax planning and preparation
It is often difficult to see through the dense forest that is our tax code. We know how you feel as we deal with it on a constant basis. It is impossible for the lay person to keep up to date with the constantly changing tax code. When you hire us, you don't have to. We'll keep tabs on it for you.
Good planning takes into account the tax consequences of your activities, whether it be IRA contributions or real estate investing. We will be able to advise you on the tax consequences of your actions and factor taxes into your financial plan.
Clients can also choose to consolidate their entire financial and tax planning in one place if they elect to hire our parent firm Inner Circle Advisors LLC for tax preparation. They no longer have to coordinate their accountant and financial planner to ensure that their plans meet their financial and tax objectives. Extra fees may apply for tax preparation services.
We can also help clients navigate the taxation requirements associated with hiring a nanny.
Due to our recent court victory against the IRS, tax preparation is again being offered to new clients. The IRS is appealing the decision but we are confident that we will prevail in the appeals court as well.
Regardless of whether you use us for tax preparation, we will continue to take into account the tax consequences of your financial activies.