Let us collaborate with your tax professional to help minimize the liability for all your personal, investment, and business decisions. As your income and circumstances change, we’ll review and alter the plan as needed to serve your overall plan.
Effective tax planning can help to reduce income taxes, improve your financial plan and free up cash flow. With our comprehensive tax analysis and planning services, we can help to create a plan for your taxes to help optimize wealth today and in the future.
Taxes inevitably come in all forms at every stage of life. Whether you’re planning to buy a business or are about to enter retirement, we can help create a tax strategy that allows reduction where necessary and plans to balance your finances.
Whether you just bought a business or are planning to, we can help you understand the tax impact.
We’ll help you plan for Social Security taxes to integrate that into your retirement planning.
If you’re worried about how your taxes or incorrect taxes could affect your finances, we can help!
Minimizing estate taxes can help improve your legacy and the assets you leave behind.
No matter what experience you have with tax planning or what type of tax professional you’ve worked with, we will help you create a cohesive financial plan that helps maximize returns.
We’ll guide you and offer reviews of your taxes for proper recommendations.
We’ll help you understand your path forward and educate you on future choices.
If you’re ready to make the most of your tax situation at any stage in life, contact Bartholomew & Company today to get started with integrated tax planning solutions.
Get on track with your goals and work toward your financial future with help from our advisors at your side. Contact us to schedule a complimentary consultation.
