Tax Planning

Tax Planning & Preparation Backed by Experience

When we built FIA, our goal was to make tax planning a priority, rather than an afterthought. By doing so, we are able to provide deeper, actionable insights for our clients surrounding their individual tax situation. With decades of experience working with individuals and businesses, our team of experts can address even the most complex tax situations.

Opportunity Driven

Investors who adequately address tax planning are in a better position to take advantage of specific tax credits and deductions, minimize capital gains, and are better equipped for greater wealth accumulation over time. Additionally, high-net-worth individuals require more advanced tax strategies to help reduce or eliminate estate taxes, leverage tax advantage exchanges, and create charitable gifting strategies.

FIA Opportunity Driven
FIA Comprehensive Review

Comprehensive Review

Because tax plays such an important role in the accumulation of wealth, we feel that every financial plan should properly address the topic. Unfortunately, most plans fail to give tax the consideration it deserves. This is even more evident for clients who do not have an accountant handling their individual or business tax returns.

At FIA, every plan created is thoroughly reviewed by a Certified Public Accountant, Enrolled Agent, or Certified Financial Planner™ before it is delivered to a client. Additionally, we review tax documents annually for all existing clients to help ensure tax opportunities are accurately addressed.

Financial Independence Starts Here

Contact us to schedule a consultation. We’ll get to know you and map out a unique approach to meet your financial needs.