Tax Analysis

Service Description

Our tax analysis starts with the Data Collection Form that is completed by every new client. We supplement that information with a review of the client’s most recent federal and state tax returns. Then we make a projection of tax obligations, using the income, spending, saving, and investment projections that we have developed for the comprehensive financial plan. Often, we can identify tax-deferred savings programs, tax-advantaged debt, and other measures that can greatly reduce taxes.