With our roots as a tax firm, we’ve delivered thorough, accurate, and timely tax services to clients for more than three decades. Taxes are a critical component of our business because they’re a critical component of your long-term financial success. At Team Wealth & Tax, your advisor has the expertise that is needed to help you file your returns while also helping you to minimize your tax liability with careful planning.
Individual Tax PreparationSCH. E Rental PropertiesGift & Estate Tax Return PreparationEstate and Succession Planning
Planning your tax strategy starts way before April 15, because once Tax Day rolls around, your window of opportunity to take advantage of most tax reduction strategies has closed.
At Team Wealth & Tax Advisors, we have skilled professionals who can analyze your financial situation and long-term plan to ensure it’s as tax efficient as possible. We’ll help you understand your federal tax bracket and available tax deductions and tax credits. We’ll guide you on where and when to make withdrawals if needed and how to maximize contributions to your retirement plan. Ultimately, we’ll develop strategies to take advantage of available tax breaks and shelter your income from paying more than your fair share.
Don’t wait for the tax return deadline to think about taxes. Planning starts now.
Our tax service pricing starts at:
Individual returns $350 and upSCH C Business $450 and upSCH E Rental & Royalities $450 and upGift & Estate Tax Returns $750 and upTax Planning $350 an hour and up
For our wealth management clients with $750,000 or more in assets under management, there is no additional fee for personal tax planning and filing services (ie: 1040 plus state filing).
All tax related services are provided through TeamTax or TeamTax Professionals, Inc., which are affiliated companies.
If you'd like to schedule a tax preparation or tax planning appointment, please call us at 951-308-6444 or you can;