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Tax Planning & Preparation

 
 
Wealth Management
 
 
Retirement Planning: Accumulation & Distribution
 
 
Life & Long Term Care Insurance
 
 
Medicare & Health Insurance
 
 
Education Planning
 
 
Estate Planning
 
 
Tax Planning & Preparation



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.



For more information on tax planning & preparation,

 contact FIT today.


Contact Us


 
 
Wealth Management
 
 
Retirement Planning: Accumulation & Distribution
 
 
 Life & Long Term Care Insurance
 
 
Medicare & Health Insurance
 
 
Education Planning
 
 
Estate Planning
 
 
Tax Planning & Preparation