Tax Solutions
At The Retirement Planning Group, we know taxes play a critical role in shaping your financial outlook. That’s why we ensure that your Wealth Manager and Tax Professional are under the same roof.
Personal Tax Returns
If you’ve reached a point where doing your own taxes feels overwhelming or that you might be missing out on tax savings, then we can prepare and file your tax returns for you.
And where possible we will provide actionable steps to help you reduce your tax exposure!
During the process of creating and finalizing your return, we will keep you up to speed every step of the way and provide you with a secure online portal to access your tax documents.
It’s a perfect solution to help you stay organized for years to come!
Corporate Tax Returns
We also prepare Corporate Tax returns – S Corps, C Corps, Partnerships, LLCs – you name it, we can help.
Along the way, we’ll give you valuable insight into ways to structure compensation and maximize deductions to offset taxes owed to the IRS.
“Tax Preparation helps you figure out what you owe. Tax Planning helps you figure out what you can save. You deserve a plan.”
Matt Striegel
The Easiest Firm to Work With on Planet Earth
Every engagement with us is designed to be easy. From booking appointments to communicating with your advisor via phone app or text to opening accounts to accessing documents, to getting answers – we strive to make it the best experience you can find.
Your team will take the complicated subject matter and make it easy to digest and understand. If you are looking for complicated, confusing, or condescending, you are at the wrong place.