Our Tax Philosophy
Our approach to tax preparation and planning is the same approach we utilize in wealth accumulation and preservation. We think in terms of short-term and long-term strategy to achieve your objective.
Knowing the right financial adjustments can help you lessen your tax liabilities. Tax strategies change based upon life circumstances. Are you maximizing dependent exemption credits, childcare credits, education credits, retirement contributions, home mortgage, etc.? Are you about to retire and don’t know how to plan for life without the tax deductions you’ve counted on for so many years?
Meeting with a tax professional will help make sure you are not leaving any deduction or credit unused. A tax plan must also consider your full financial picture, now and in the years ahead.
We’re happy to offer a complimentary evaluation of your current investment portfolio. CONTACT US today or CALL (707) 576-8700 to schedule your appointment. Together let’s design an investment plan that meets your particular needs and provides you with the security you’re looking for in the future.