Individual Tax Planning & Preparation

Alexander Advisors true value is found in developing relationships with clients, and helping to plan to successfully reduce your tax liability and pay only what you are legally obligated. Our stewardship goes beyond tax compliance and proactively recommends tax saving strategies to maximize your after-tax income. 

 

We recommend tax saving strategies that help you…

  • Reduce taxes on your income and estate so that you and your family keep and give more of what you make.
  • Identify tax strategies to reduce taxes on investments so your portfolio grows faster.
  • Defer income now and reduce tax liability on retirement distributions to help you retire in style.

Estate and Trust Tax Preparation

Whether we like it or not, today’s personal tax laws are so complicated that filing a relatively simple return can be confusing. According to a study by the US Governments General Accounting Office, most tax payers (77%) believe they benefitted from using a professional tax payer. 

The laws pertaining to estate and trust tax preparation are believed to be the most complex in the tax code, and an efficiently built plan is essential to any affluent client. Alexander Advisors understanding of these laws and requirements will inform you and keep you on-track with your long-term objectives.