Tax Planning

Tax Planning

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.

Advisory Services offered through Dynamic Wealth Advisors Inc.,  a Registered Investment Advisor.

Check the Background of this Firm on FINRA's BrokerCheck.


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