Tax Preparation

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Tax Preparation 2018-02-06T21:03:54+00:00
“We don’t just prepare your taxes, we look for ways to help minimize your taxes.”

TAX PREPARATION

Tax preparation is an integral part of our comprehensive services at Marsh Wealth Management, and our transparent, up-front pricing is a popular feature.  We believe good-quality tax preparation doesn’t have to be expensive. We specialize in individual tax return preparation, and also provide small business and trust tax services at competitive prices. Returns are prepared by Marsh Professional Group, a TN registered public accounting firm.

TAX STRATEGIES

Because every investment decision has tax consequences, we pride ourselves on our integrated approach to financial planning – providing tax services in conjunction with our financial advice. For example, it’s important, as a retiree, to ensure you’re taking your retirement income in the most tax efficient order of withdrawal. Plus make sure you’re following the complex rules of IRA taxation. You’ll have our expertise on your side, looking for additional tax deductions, credits, and exemptions available to you – now and in the future.

We also build tax minimization strategies that will look at how to minimize the tax on your Social Security by wisely choosing the type of investments creating taxable income, Roth conversion strategies, and Required Minimum Distribution strategies.