Our goal with tax reduction planning is to ensure you do not pay one cent more in income taxes than you are required to by law. Beyond enabling clients to pay less income tax, our reduction services also help clients realize greater financial stability in the future.
While we do not file taxes on our clients’ behalf, we provide numerous techniques for decreasing their contributions. For instance, our tax reduction specialists in Houston can help you plan qualified charitable deductions (QCDs) — a service few other financial advisors know how to conduct. Additionally, we have the unique ability to reduce your taxes during retirement.
After a thorough assessment of your financial profile and tax return, we determine which actions you can take to minimize your taxes and increase your income. We also perform annual tax projections to gain insight into what your financial future may look like based on your current situation. Even if a client does not come in for tax reduction services specifically, we may still factor income tax planning into the discussion. For example, you might need assistance with planning your retirement or deciding if an investment is best for your situation. We look at these circumstances from multiple perspectives, including a tax angle, to discover how you can lower your contributions while pursuing other financial goals.