One of the largest annual expenses for retirees is income taxes. In spite of this fact, many financial advisors do very little tax planning with their clients.
By taking a closer look at our clients’ taxes, we are often able to recommend strategies that can significantly reduce their tax burden. The old saying, “A Penny Saved is a Penny Earned”, takes on real meaning when it comes to money saved by prudent tax planning.
In addition to tax planning, we also provide income tax preparation. Gary Luna is a CPA and our team has over 20 years of tax experience and has prepared thousands of tax returns.
We invite you to meet with us for a complimentary consultation to see how much you could save.