Men with Calculator

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