Our Tax Preparation Process
We spend time with each client to understand your situation and set you up to take advantage of every deduction and credit available to you. During the initial appointment we gather information and documents needed to prepare your tax return.
When you tax return is completed we have you come in to review your return. We take the time to explain your return and point out significant factors that influence your tax obligations so that you can understand how those items correlate to the amount you pay.
The next step is to develop an individual plan specifically for your situation to help reduce your tax burden now and for the future. Our goal is to reduce your overall tax obligation not just now but especially in retirement.
Staying Ahead of Tax Changes to Protect Your Wealth
Tax laws and regulations can change frequently, and these changes can have a significant impact on your retirement plan. That’s why it’s essential to regularly review and adjust your tax strategy. At Porti Tax and Financial Group, we stay informed about the latest tax developments and ensure that your plan is always up-to-date. By proactively adapting your tax strategy, we help you maintain financial security and take advantage of opportunities to reduce your tax burden.
Explore our Tax Planning services to see how we can further enhance your financial strategy during retirement.
The Birth of a Grandchild
Congratulations! The arrival of a grandchild is always an exciting time. Since many grandparents wish to assist in covering their grandchildren’s future financial needs, it’s also a good time to consider financial preparations for the future. If you hope to provide funds to your grandchildren, both 529 plans and trusts are beneficial options.
