Tax Planning
The Annex Wealth Management Tax Planning Team understands that navigating tax strategies – before and through retirement – requires a thorough understanding of your circumstances, including your financial plan.
We incorporate key strategies like distribution planning, Roth conversions, and tax-loss harvesting into our tax planning that ultimately helps you navigate the complex world of taxes.
Our clients can expect timely, informed insight and strategies.
Tax Planning And Financial Planning. Together.
- Forward tax projections
- Stock options planning
- Net Unrealized Appreciation Strategies (Frank Duke Method)
- Roth conversion planning
- Year-long tax guidance
Annex In-House Tax Planning
- Pro-forma 1040 tax projections
- Tax strategy scenario analysis
- Tax Planning coordinated with Tax Compliance
Tax Preparation From Annex Tax Services
- Personal tax returns
- Trust returns
- Estate returns
- Business returns
* Tax preparation services, which incur a separate fee, are provided through our affiliate, Annex Tax Services, LLC
Annex Wealth Management is not a law firm and our employees are not acting as your attorney. We do not provide legal advice or draft legal documents. The information contained on this site is general and should not be construed or used as a substitute for legal advice. The law differs in each legal jurisdiction and may be interpreted or applied differently depending on your location or unique situation. You are encouraged to consult with your attorney for legal advice and services.
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