Tax Planning

The US tax code changes every year so it can be difficult to stay on top of all the changes and how they may effect your individual situation.

Almost all of your financial decisions will have some tax implications. We consider the tax ramifications of all of our financial recommendations.

We use BNA to predict your current year taxes, and as much as possible, minimize your tax burden.

We consider taking capital gains or losses each year to improve your tax situation.

We consider the investments you have in each type of account. We put tax advantaged investments in your taxable accounts and tax inefficient investments in your tax differed accounts.

We will look at your previous years tax return and use that as a base to project your taxes for the following year including any changes so there are no surprises.

We can also advise on ways to minimize taxes such as charitable giving and investing in opportunity zones.

Tax Planning & Projections

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Tax projections

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Review past tax returns

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Discuss tax laws and ways to minimize your tax liability

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Tax preparation

Impact Financial Planners is bound by a fiduciary duty. We do not receive commissions or sell products so we can be unbiased and put your needs first.

Tucson, AZ
(520) 325-0769
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(435) 538-9277
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(208) 408-0377
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(808) 731-8659
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(915) 671-1345
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(424) 358-5410
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(585) 382-8377
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(720) 779-0275
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(425) 528-0877
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(307) 314-4877
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(704) 980-7870
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(406) 578-8527
Chicago, IL
(773) 938-3787
Portland, OR
(503) 714-3797

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AIO Financial, 520-325-0769

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