Tax Planning & Preparation

We do a lot more than prepare tax returns

The most important number is the amount you have left after taxes. One of our goals is to help you minimize your personal tax liability. This takes careful planning that addresses several key areas of your financial affairs. Keep in mind that many of your individual and family financial decisions have a tax consequence.

We can certainly prepare your tax returns but our ability to manage your financial affairs in a tax-efficient manner is the real strength of our services.

Individual and family services:

  • Tax return preparation
  • Comprehensive tax planning
  • Estate planning
  • Retirement planning
  • Investment planning and management
  • Insurance planning
  • Education funding
  • Debt management

Securities offered through 1st Global Capital Corp., Member FINRA, SIPC. Investment Advisory services offered through 1st Global Advisors, Inc. We currently have individuals licensed to offer securities in states of AZ,CA,CT,HI,IA,IL,NC,NV,OR,TX and WA. This is not an offer to sell securities in any other jurisdiction.

Module
Module