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Tax Strategies

A major component to your overall financial picture is the relationship between your investment portfolio and taxes. Our 25 years of experience in personal and business tax preparation helps gives us valuable insight into this complex relationship. Because we realize the importance of taxes on your investments, we review your latest returns and discuss current and future events that may impact your tax liability. Understanding your taxes allows us to structure your investments and manage them accordingly to prevent unwanted taxes. We will also counsel you on the most effective ways to handle things such as retirement distributions when the time comes. Likewise, we may also suggest adding certain types of investments, such as municipal bonds, annuities, or contributions to qualified plans to lower your overall tax exposure.

Below are some useful links to tax-related sites and resources:

2016 Tax Calendar
Internal Revenue Service
Ohio Department of Taxation