Tax Planning & Preparation

Your Tax Situation
Taxes touch every aspect of your financial life. You can’t escape it. Depending on your income, its can get very tricky and intrusive. And it’s only getting worse.
Liberty is uniquely positioned to address your tax issues. We know the tax code, how it works, and how it applies to your situation. That’s because we are one of the few financial planning firms that does annual tax preparation in house for our clients. We work in the tax trenches. We know our client’s tax situation intimately while others in our industry are content to rely on “rules of thumb” or punt to your “tax advisor.” We think it’s much better to have a financial adviser who knows how to address your tax situation directly.
Even if you don’t hire Liberty to prepare taxes, we run simulated tax returns as a routine part of the financial planning process. A full analysis is provided to highlight how your tax situation is impacted by the other recommendations in your financial plan.

Getting Results
Understanding taxes is a necessary ingredient to financial success. You work hard. You save. Tax considerations are factored into every part of your financial plan in order to minimize your current and future tax liability. The result is that more of your hard-earned money stays with you. Liberty is in the business of helping clients succeed. We work with you to achieve your financial life goals. Call us today to see how we can serve you.

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