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Tax Planning

We partner with the best!



Our tax planning service provides you with a dedicated partner that will work with you year-round and proactively recommend tax-saving strategies to maximize after-tax income. We provide personal, one-on-one service and guidance, and will develop an individualized plan that is tailored to your unique situation.


We are diligent about mastering the current tax law, complex tax code, and new tax regulations for both individuals and businesses. We remain up-to-date on the changing tax laws that affect you and are committed to examining all the tax-saving opportunities available to you — while remaining in full compliance with IRS statutes.

When one of our advisors is working on your personal retirement strategy, our tax team is right behind them building tax analysis and always looking at the best angle to save you money.

Our tax prep and planning services are provided by Polimeni Tax & Financial Group, LLC. They are a national tax practice and one of the largest virtual tax planning companies in the country. Polimeni Tax & Financial group is set up to provide tax solutions in all 50 states. 

Services include,

*Tax Preparation 

*Tax Planning

*Tax Analysis 

*Roth Conversion Analysis 

*Estate Tax Planning

Contact Us

 Address. 3733 National Dr. Suite 123, Raleigh, NC 27612

Tel. 919-300-5870

© 2020 FMS Capital Management

Securities and investment advisory services offered through Brokers International Financial Services, LLC. Member SIPC. Brokers International Financial Services, LLC does not provide tax or legal advice and is not affiliated with FMS Capital Management, LLC.  FMS Capital Management  is not affiliated or endorsed by the Social Security Administration or any government agency. 


This site is published for residents of the United States only. Representatives may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed until appropriate registration is obtained or exemption from registration is determined. Not all of services referenced on this site are available in every state and through every advisor listed. For additional information, please contact FMS Capital Management, LLC at


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*The Retirement Analysis gives estimates based on your actual Social Security earnings record. Please keep in mind that these are just estimates. We can’t provide your actual benefit amount until you apply for benefits. And that amount may differ from the estimates provided because:

  • Your earnings may increase or decrease in the future

  • After you start receiving benefits, they will be adjusted for cost-of-living increases

  • Your estimated benefits are based on current law. The law governing benefit amounts may change because, by 2033, the payroll taxes collected will be enough to pay only about 77 cents for each dollar of scheduled benefits

  • Your benefit amount may be affected by military service, railroad employment or pensions earned through work on which you did not pay Social Security tax


FMS Capital Management, LLC is a subsidiary of TRA Capital Group, LLC