Tax Return Review

Whether as part of your financial plan, investment management, or both, reviewing your tax return together can help us identify opportunities for tax efficiency. IRA/Roth contributions, small business retirement plans, the impact of realizing a capital gain vs. deferring it, what type of income generating assets to hold and where to place them are all subjects informed by where you fall in the tax brackets and where your income comes from.

This is an optional service and is up to you each year as to whether you share your return. We are not tax advisors and recommend you speak with your tax advisor for specific tax advice. However, we can certainly utilize your tax information to position your investments more efficiently. We can also communicate with your tax advisor to collaborate on the best path forward.