Top Tier Service
In our quest to offer you the very best service, we schedule all calls. This allows us to give you our full attention and provide you the best service.
We look forward to helping you achieve your financial goals.
TAX PLANNING
TAX PLANNING
The Tennyson Group provides our clients proactive advice on tax reduction strategies based on expenses, income, individual needs, and goals. Tax planning can substantially impact the amount of wealth you will be able to have and to transfer to your heirs. One of the most impactful pieces of our retirement planning process is determining your current and future tax liability and then developing personalized strategies to minimize the amount of taxes you pay in retirement.
With our assistance your retirement plan will take full advantage of available tax credits and deductions to ensure that you and your heirs are maximizing wealth for generations to come.
Proactive tax planning allows our clients the opportunity to minimize tax burdens and build a solid foundation of tax reduction strategies that can result in years of tax savings. Throughout the year, The Tennyson Group will monitor tax law changes that could affect our clients, and provide to the recommendations for tax savings strategies, as well as, serving as your advocate in tax matters.
Based on this strategic partnership, we will implement a sound, well-thought-out financial strategy to minimize year-to-year tax liabilities and provide the opportunity to maintain your current standard of living throughout retirement.
TAX PLANNING SERVICES
- Roth Conversion Analysis
- 2nd Opinion Prior Year
- Individual and Business Tax Return Reviews
- 1040 Tax Optimization Reports
- Personalized Tax Reduction Reports
*Some services are performed by a licensed CPA firm.
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