Some clients who are engaged in our financial planning services choose to work with us in our Integrated Services offering of tax preparation and estate document preparation guidance.
Tax services are separate and unaffiliated with our broker-dealer/RIA relationship, but are meant to provide a “one stop” service for those looking for a single point of contact in their financial lives.
These services are only available to those engaged in financial planning.
While we integrate tax planning into our client planning discussions for all who engage in financial planning, many clients wish to have the tax preparation “under the same” roof for convenience purposes. Our tax preparation service offers a zoom meeting, if desired, which will be an annual check-in about your tax situation. The discussion revolves around the completion of your tax organizer and collection of documents. Some clients choose to time their complete annual planning review around the completion of their tax work to get a comprehensive view of their finances.
Our tax preparation service leverages both in-house expertise as well as the work of outside colleagues and consultants with vast knowledge of the ever-changing tax code.
What to expect from this service:
If you are interested in learning more about tax preparation services please contact Sonia at ext. 108 or at email@example.com
Estate Planning is an essential component to your overall financial plan. It allows you to gain more control over aspects of your life both during your lifetime and after your passing. There are five major decisions that go into each estate plan.
For many people, estate document preparation is an incomplete priority—either postponed or outdated. These documents will guide your loved ones about your wishes when you cannot advocate for yourself. Our service leverages a partnership with attorneys and colleagues to facilitate document preparation in-house for BASIC estate plans. If you are in need of more complex considerations, we have contacts to refer you on and help with completion.
Our document preparation guidance services also provide plan summary documents—written simply in plain English for you and your successors.
If you are interested in learning more about estate planning document guidance services please contact Sonia at ext. 108 or at firstname.lastname@example.org