Tax Planning
Paying taxes is something we all must do each year, but there are ways to manage and reduce your tax burden through proper tax planning. Tax planning includes using tax-efficient strategies in combination with investment management to reduce or spread out tax liability. Many factors are considered such as marital status, current and expected future income tax brackets, or timing and source of income. Financial Investment Team (FIT) has over 25 years of tax planning and preparation experience and can assist you in developing a plan to minimize Uncle Sam’s portion of your income.
Tax Return Preparation
Financial Investment Team (FIT) offers corporate and individual tax return preparation services to our managed investment clients. The benefit from this is it allows greater continuity in two major areas of a person’s finances, investment and taxes. It also makes implementation and/or adjustment of a tax plan easier.
