Tax Management Seattle

Whether you are just beginning your career, or you have begun approaching retirement, you will benefit from a financial plan that is customized and will meet your individual goals by using tax management Seattle services. Our advisors will start this process by analyzing your existing life stage and recognizing your specific financial goals and objectives. We then continue to implement an investment strategy devised to bridge the gap along your current financial position and your preferred objectives. Tax management Seattle services are beneficial for all tax saving purposes.

Our intentional investment process is planned around what matters most.

We shall work with you to:

Find the investment policy that best suits your financial ambitions and needs

Build optimal, unified, long-term investment policies and strategies

Design a sensible, diversified portfolio that is personalized to your unique position

Oversee the expected risk of your investments

Regularly monitor your portfolio and align it with your goals

Our tax management Seattle services

We specialize in many distinct areas relating to tax preparation and planning:

• Year-Round Tax Planning
• Maximize deductions
• Income shifting
• Accelerating or deferring income
• Prior-year tax review
• Corporate tax
• Individual tax
• Nonprofit tax
• Estate tax

Our tax management Seattle process

Tax Preparation

We provide full-service tax preparation knowledge with our tax management Seattle services. We personally discuss with you your aims and goals. Once we decide if we are an appropriate fit we begin investigating your previous year’s tax return to understand your position, make plans for future valuable strategies and see if there was anything we can take advantage of.

When we have all the evidence to appropriately file your return, we will electronically, thereby making any potential refund quicker. We will frequently monitor the return until officially accepted and rectify any issues as they happen. Lastly, we will show you probable deductions and ways to reduce your tax liability for next year.

Tax planning

Our firm is open year-round to help with tax planning. Planning is the key to successfully and legally reducing your tax liability. We are continually looking for ways to reduce your taxes throughout the year, not just at the end of the year.

If you are looking for tax management Seattle services, contact Financial Advisor Seattle today.