Tax Planning Services
We offer tax saving strategies and consultations through our tax planning service offerings. Work with Flatiron Advisors for proactive, year-round tax planning as part of your overall financial strategy.
Active tax planning is a critical strategy for tax minimization. Our process begins with a thorough review and understanding of your current tax and financial situation. We then discuss upcoming issues and changes and prepare a tax projection, sometimes projecting different scenarios. Then we make and discuss different tax savings strategies and help with the implementation when necessary.