When most people think about tax planning, they think about what they can do this year…but in reality we see it as a LONG GAME…Taxes are one of the biggest expenses of your lifetime.
Questions like these come to mind as we’re planning the next 10-30 years of your taxes.
Holistic & Comprehensive
The good news is your income plan and investment plan can work hand in hand with your tax plan to lower the amount of taxes you will pay in the future. We incorporate proactive tax planning into all aspects of our services. We can also coordinate tax return preparation and filing services through Freedom Tax, a separate company owned by Freedom Financial.
Based on this strategic alliance, our CPAs will carefully craft a sound, dependable recommendation to minimize tax liabilities from year to year. A good tax planning team can help monitor tax law changes, provide sound and dependable tax strategy recommendations, and help position assets to enhance tax free efficiency throughout your retirement. Below are examples of services we offer:
Watch the video on tax diversification and learn how you can become more tax aware.
Explore the calculator to learn what percentage of your retirement money hasn’t been taxed yet.
To get started determining whether you can "Divorce" yourself from the IRS in your investment accounts. Request the essential reports you need for a financially secure retirement.