Our role is to help simplify your financial life, and that extends to preparing your income taxes if you need those services, as well. It’s often easier for us to calculate your quarterly estimated tax payments since we know your dividend, interest and capital gain information. If you’ve worked with another tax professional or prefer to do them yourself, we’re also happy to help supply the information you'll need.
We do charge an additional fee for income tax preparation, but we’ve found the rates to be much lower than what many accounting and other financial firms charge. In addition our advisors can integrate your tax planning and investment planning throughout the year to help minimize your tax bill.
Please note that our tax services are only available to our clients.