Tax Services

Get Ahead with a Tax Aware Edge

Given the complexity of the US tax code, effective tax planning can be a real challenge. Every life event and financial decision—marriage, divorce, death of a loved one, real estate, education, saving, investing, etc.—carries with it a potential tax implication. When done properly, tax planning can provide significant benefits for your overall financial position.

As tax experts, we will work with you to identify where you can reduce tax liabilities and free up cash flow. By employing effective tax planning strategies, you can have more money to save and invest or more money to spend – it’s your choice.

Minimize Taxes and Generate Objective-Focused Returns

Current tax code recognizes different sources of investment income, all taxed at different rates. Where you place your investment will be critical to its efficiency (i.e., tax-advantaged, qualified accounts such as 401(k), 403b, and Roth IRA vs taxable, non-qualified accounts).

As tax experts we know that minimizing taxes is a critically important piece of the financial planning process. Our integrated tax planning approach is designed to complement and reinforce your overall financial blueprint. Our tax services include:

  • Individual income tax planning and compliance
  • Quarterly tax projections for estimated tax requirements
  • Gift and estate tax planning and compliance
  • Trust, partnership and corporation tax planning and compliance
  • Stock option analysis
  • Charitable gifting

Save Time, Grow Money with Tax Aware Advising

Let your path to financial freedom and confidence begin today. Contact LaCross Financial Advisors.