Does your tax preparer discuss financial planning opportunities?
Does your tax preparer discuss tax saving opportunities?
We will evaluate your tax returns and determine if potential opportunities exist for tax savings. We can, through our affiliate Spano & Treglia LLP, prepare your income taxes incorporating your complete financial picture. We will review several tax deferral strategies in an attempt to minimize tax liability; and in the case of retires, we will evaluate to determine if your distributions are in the most favorable tax position.