Stress-Free Personal Tax Planning
If you manage your personal financial affairs, you know firsthand that tax complexity is simply a fact of life. Fortunately, Meaden & Moore’s personal tax advisors have the experience and integrity to cut through the complexity – making it faster, easier, and less painful to manage your taxes. Contact us to learn more about how the tax reform will affect you and what we can do to help.
Acting as your trusted personal tax planning advocate, we will answer your questions and your phone calls, providing the information you need to make well-informed financial decisions.
Offering a balanced, hands-on approach, our advisory team will help you establish a tax plan that meets your needs – and the IRS requirements – and then carry out the plan with tenacious attention to detail.
To create a comprehensive plan, we will consider your estate plans, trust plans, and any charitable or philanthropic interests as part of your integrated tax strategy.
In addition, we will coordinate your tax planning strategy with other personal wealth and tax advisory services, such as wealth management, investment management, and business succession planning, as your needs dictate.
Gaining – and Keeping – Control of Your Personal Taxes
The personal tax planning and compliance process evaluates income from your holdings and investments to develop a strategy to minimize the income tax you pay. As part of this strategy, our personal tax advisors will consider your:
- Business holdings
- Real estate holdings and transactions
- Equity investments
- Retirement savings
- College savings
- Liquid asset