Most financial decisions have tax consequences, which is why it’s vital to your financial goals to avoid major tax consequences and manage inevitable taxable events.
Our strategy is to have open communication and strategize through each large financial move, which will save you thousands of dollars in taxes. Each stage of life brings new tax challenges, from lowering your income taxes while you’re working to minimizing capital gain taxes when you’re older.
Do you have additional questions about tax planning? Contact our team today about a free assessment and we'll answer all of your questions.
Free AssessmentIt’s never too late to start tax planning! If you’re not new to tax planning, ideally you should begin at the start of the financial year to plan and implement tax-saving strategies. If you’re ready to start today, consult a tax professional to help you plan for the rest of the year and help start the next financial year off right.
To save on taxes, we’ll help you maximize your deductions and credits, time your income and expenses, and use tax-efficient investment strategies.
It’s totally possible to tax plan on your own, but hiring a tax professional will provide you with valuable guidance and advice on how to optimize your tax strategy for the best results. At Intermountain Wealth, your tax professional will also help you stay up-to-date with tax laws and regulations; ensuring that you’re in compliance with all tax requirements.
Failing to keep accurate records, overlooking deductions and credits, failing to meet filing deadlines, and not seeking professional help when needed are all common tax planning mistakes. To avoid these mistakes, it helps to have a professional on your side to help you keep track of expenditures and income, tax laws and regulations, and more.
At Intermountain Wealth Management, we are fiduciary financial advisors. Meaning that we must act in your best interest. Our firm will provide recommendations on which strategies will work best for you and your family.
We at Intermountain Wealth Management strive to provide exemplary financial services for clients from all walks of life. Here are two reasons why this is important:
As a “fee only” advisor, we believe that a client’s goals and values should be an integral part of any plan.
We strive to help our clients through the downturns and market corrections that are a natural part of the financial world.
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