Maximize Your Tax Savings with AI Technology
- Taxes may be your biggest expense in retirement
- The 2017 Tax Cuts and Jobs Act is set to expire at the end of 2025 which could mean higher tax bills
- A proactive tax planning approach will allow you to work less, retire sooner, and live a better retirement lifestyle
AI-Powered Tax Tips
We make it simple to lower your tax obligations and improve your retirement outcomes.
- Take advantage of AI Technology to have your tax return reviewed for problem areas and planning opportunities.
- Be alerted to potential red flags and overpayment in taxes risks
- Receive expert guidance for advanced investment and planning strategies that allow you to make informed decisions and lower your lifetime tax obligations
- Share your findings with your CPA and start implementing tax saving ideas!
We Simplify the Journey to a Less Taxing Retirement
Step 1
Set up a call with an Independent Fiduciary expert
A 30 minute discovery call with a Certified Financial Planner™ allows us to assess your needs and goals.
Step 2
Securely submit your IRS Form 1040 Tax Return
Using OCR technology, we will review your tax return to identify any red flags and planning opportunities.
Step 3
Realize tax savings with a customized tax and investment plan
We will provide specific financial planning and investment recommendations to help keep more money in your pocket.
Step 4
Plan for and live a better retirement
Our experts will work with you to implement and manage a financial plan with year-round, forward-thinking tax management.
Tax Blogs
