Every financial plan we develop with you will include a review of your current federal and state tax situation in an effort to try to help you keep more of what you have earned. Every step of the way we will help you look for smart alternative ways to reduce your tax burden. Here again, Patricia’s many years of experience as a CPA will come into full play as we help you plan. We also like to be in touch with your tax professional so that we can coordinate and communicate tax planning and saving ideas.
Our long experience and extensive knowledge of the impact and/or tax benefits of various financial vehicles and strategies will also help us develop a smart and more tax efficient plan for you.