Building a financial plan involves more than managing your investment picture. As Annex Wealth Management works with you to create your plan, we will review your tax returns for detailed insight into your financial situation.
Tax returns shed light on details like interest income, charitable giving, and social security benefits. With details like those, our team can better help maximize areas like benefits and reducing the tax impact of those benefits.
Tax returns often spark planning questions that should be answered, like health insurance, health savings accounts and long-term care coverage. Annex reviews client tax returns to be better attuned to specific planning needs.