
Tax Planning
What we doTax planning typically involves strategies to minimize your income tax liability, such as deferring income, maximizing deductions, and selecting tax-advantaged investments. Contrary to normal tax reduction planning, if you anticipate higher income tax rates or income in the future, increasing certain types of taxable income in a current year may save significant taxes in future years. This could be accomplished by generating long-term capital gains income or converting a traditional IRA to a Roth IRA.
The wealthnest® Advantage
Professional Service
When going through tax codes for individuals, it can provide the same intricacy as corporate tax code. We can help the person filing a 1040-EZ to a complex, multiple-state return. We excel at identifying opportunities for our clients to potentially save money while staying compliant.
Year-Round Availability
Unlike the pleasant "strip mall" tax preparer who is paid by the hour and will get the job done. If you receive the dreaded IRS letter or possibly forgot something on your return we are here year-round same building same address. Sell a house? Receive and inheritance? You'll be able to reach your direct advisor with any questions you may have.
Local and Independent
wealthnest® has served the Chandler, Ahwatukee and Phoenix Valley, for over the last 20 years. We are a local Arizona business and are independently owned we pride ourselves on being devoid of ANY corporate agenda.