Keep More of Your Retirement Income by Being Tax Smart & Tax Efficient

Our Team of "Smart Alecs" will show you how.

Go to Pre-Retiree/Retiree Tax Planning

Pre-Retiree/Retiree Tax Planning

Taxes in retirement should be everyone’s concern. There’s a number of tax smart strategies every pre-retiree and retiree should consider once they enter the distribution phase of life. Many of these strategies can help you get your tax burden as close to zero as possible.

Go to small biz owner tax & succession planning

small biz owner tax & succession planning

Through tax planning for small business owners we pay particular attention to how to pay less taxes (legally) through special strategies. We also help you analyze your profitability, valuation and set you up with a succession plan for your retirement.

Go to tax prep for planning clients

tax prep for planning clients

DIY tax prep is a thing of the past with our online services. We’ll save our tax planning clients money, frustration and most importantly, time. Even the smallest error on your taxes can create a trail of stress and added costs. Turn over your taxes to our team today.

Do You Know How to Be Tax Efficient in Retirement?

Take Our Quiz and Find Out How to Keep More of Your Hard Earned Money

Why We're Different?

Retirement Tax Help is No Longer Just a Good Idea. It's a Reality.

Ask Us for a What If? Report


Let Us Show You HOW MUCH We Could Have SAVED You on Your Tax Return

WHAT IF we could save you MONEY with some BRIGHT IDEAS? Find out NOW!

It’s easy. We just need a copy of your most recent tax return. We’ll then address the question, “What If you did things differently on next year’s return?”  We’ll show you how you can pay less taxes next year.

We'll Do Our Best to "Retire" Your Taxes

We rely on a technology powered, team-based model in which we have Certified Financial Planners and qualified tax professionals working together to create a strategic tax plan that minimizes your taxes in retirement to as close to zero as possible. We include tax preparation services to all planning clients for an extremely affordable fee. We also offer a “What If” scenario in which we take a look at your previous year’s tax returns and identify areas where you could have been more “tax smart. We’ll give you tax tips for next year’s return too. Let us show you the smart way to “retire” you taxes.

“I had no idea the impact proper tax planning could have on my retirement. What a wonderful windfall."

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We’re Ready to Show You a Smarter Way to Tax Savings…now and in retirement. Let’s Retire Your Taxes!!