One of the keys to ensuring your money will last in retirement is paying less in taxes. Unfortunately, the majority of advisors lack the training and expertise to advise in this area. And worse, most CPAs focus strictly on preparing and filing your tax return, resulting in mistakes, errors and missed opportunities to save valuable tax dollars.
At One-Up Financial, our expertise in both retirement planning and taxes gives our clients a financial advantage. We understand the impact taxes can have on your retirement and work to proactively integrate tax-saving strategies within your investment and retirement plans so that you have more money left over at the end of the day.
Unlike most investment firms, One-Up Financial employs licensed CPAs who have the knowledge and experience required to understand the complexities of the tax code in order to help you save money on taxes.
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OUR TAX MANAGEMENT SERVICES INCLUDE:
A thorough review of your individual tax return.
Detailed tax plan and guide summarizing techniques and strategies to help reduce your tax bill.
Asset location assessment designed to minimize taxes related to investment management