Rather than a once-a-year project, WEALTHSTONE ADVISORS treats tax planning as a continuous process throughout the year. Because we’re involved in the ongoing management of your affairs in many areas, we can provide tax compliance analysis of, and input to, proposed plans based on up-to-the-minute, thorough data.
While the traditional focus of tax work is to look back in time to the previous year, we look forward to identify opportunities within the tax code. Frequently we can identify ways to significantly reduce your tax liability.
Tax compliance is not a stand-alone discipline. It reaches into every aspect of your financial plan, investment portfolio, cash flow, and estate planning. We seek to fully optimize your tax savings opportunities by addressing all of these interacting factors on an integrated basis keeping you on your path.