Tax Planning

Customized and Personalized

Taxes impact every aspect of your financial life.
Our team can work directly with your Accountant to review your recent tax returns and identify potential savings or restructuring opportunities, giving you proactive ideas to save money in the future.


Planning for Efficiency

Tax efficiency goes hand-in-hand with financial planning. We create a plan customized to your goals and dreams, whether that’s improving your income tax situation, wanting help with your business taxes, or properly saving for retirement.

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  • Investments

    We help you understand any tax consequences related to your individual investments.

  • Retirement

    We maximize your retirement plan savings under current tax law.

  • Business

    We evaluate your business’ structure to optimize any benefits of Internal Revenue Code.

  • Industry

    We focus on unique opportunities based on your individual business or industry.

How is My Tax Situation Different After the Passage of the Tax Cuts and Jobs Act?

The Tax Cuts and Jobs Act was the single largest tax reform legislation passed in the last 30 years. It changed tax laws that impact retirement planning, mortgages, corporation, partnerships, small-business owners and even state taxes, to some degree.

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Preparation & Strategy

Did you know that the best time for tax planning is before year-end?

Why? Because there’s still time to take actions which will have an impact on the amount of taxes you pay in the current year.

Start The BW Tax Planning Tool

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In 15 minutes we can get to know you – your situation, goals, and needs – then connect you with an advisor committed to helping you pursue True Wealth.