At Wealthnest Tax services we approach tax planning as a foundation of our tax practice. It provides us an opportunity to give direct, immediate, and impactful information for our clients. It provides the ability to forecast and assist us to prepare your taxes for the upcoming tax season and allow for a functional plan to reduce your tax costs.
When we assist our clients with out of season tax planning it gives you the opportunity to review with us any past or future financial decisions or events that may have or will be occurring in your life. Each of these financial events could potentially impact your tax return for that year. That can range from a marriage or divorce to a purchase of a home or an opening or closing of a business.
We always want to remind our Wealthnest clients, that planning is the key to successfully and legally decrease your tax liability. We want to go above and beyond just tax preparation and compliance and proactively recommend tax saving strategies to maximize your after-tax income. We at Wealthnest encourage all individuals despite their financial situation to come in for a mid-year tax checkup.