We believe that financial planning should always come before investing and taxes may be one of the most critical and yet overlooked factors in wealth preservation. Over time, they can erode event he best portfolio's returns.
Taxation is a large part of financial planning and it is our mission to make our clients tax season stream-lined and efficient by eliminating unnecessary taxation and fees.
As financial planners, we will work with our CPA's on your behalf, ensuring the connection of portfolio performance while limiting tax consequences. Scott and Greyson focus on the big picture, while our CPA’s from North Scottsdale CPA’s and Consulting will concentrate on the details of completing your tax returns. Alex will be the primary contact, collecting information and coordinating with the CPA’s, Scott, and Greyson. He will collect your information and keep you informed along the way.
There's a lot of confusion around the new Tax Reform and Jobs Act. Luckily, we're here to help. This Ebook will tell you everything you need to know about the biggest tax overhaul in 30 years.