Tax Strategy

Our tax strategies are at your disposal. 

One essential part of preparing for your retirement is determining your current and future tax liability and developing a tax strategy to minimize the amount of taxes you pay during retirement. Tax planning is an integral part in planning your legacy and can directly impact the amount of wealth you will be able to hand over to your heirs and beneficiaries. We will help you ensure that your customized retirement strategy is able to take advantage of any possible tax credits and deductions to help secure and maintain what you’ve worked hard to save.

Financial Planning Center, LLP has a strategic alliance with many CPA`s and EA`s through CPATAXBANK.com through which we utilize a national team of certified public accountants and enrolled agents to supply tax planning, preparation, and filing services to best serve our clients. Based upon their unique set of retirement goals, in addition to their income and expenses, our clients are afforded the benefit of minimizing their tax burdens while building a foundation for a sustained tax reduction strategy throughout your retirement.

Based on this strategic alliance that are carefully vetted and chosen, we can carefully craft a sound, dependable recommendation to minimize tax liabilities from year to year. Our clients’ tax returns are prepared to take full advantage of all possible deductions, credits and exclusions in order to minimize your tax burden.

Tax Planning Services:

  • CPA-prepared Roth conversion analysis
  • CPA-prepared second opinion prior year individual and business tax return reviews
  • CPA-prepared year-end tax filing services
  • 1040 tax optimization reports
  • Personalized tax reduction reports

Financial Planning Center, LLP are not the accountants instead they are the coach and quarterback of the teams in these tax planning services to provide account and tax services that are vast and deep.