Tax Planning

We specialize in serving individuals with multifaceted financial lives.

To help streamline your finances we offer in-house tax planning and preparation services to all of our clients. We’re also happy to work in conjunction with your current tax professional. With access to a comprehensive array of reporting and aggregation tools you can be confident that all members of your financial team are working toward a common goal.

Our Approach

Effective tax minimization begins with long-term tax strategies to establish overall objectives and is maintained with conscientious and consistent annual tax forecasting and mid-year tax planning. We can develop tax strategies intended to take advantage of new tax laws and legislation.

We guide our clients through a full range of tax planning and preparation decisions with strategies that strive to minimize your tax liabilities. Our experience, analysis and thorough research allow us to develop strategies that aim to maximize your financial opportunities.

Because your taxes are constantly changing and increasing in complexity, it’s often difficult to determine exactly how they will impact you. Since every personal and business decision you make has a future tax consequence, it is important that you engage a trusted professional to help you assess the impact of these decisions.

Working with you throughout the year, we will develop an integrated and flexible tax plan that considers corporate, individual and estate factors for tax minimization.

With our combination of tax planning and investment expertise, we look at your entire financial picture, working as a team to develop strategies designed to help reduce your tax and financial liability while working to increase your assets.

You can be confident that at Thomas Financial Associates, our focus is on your entire financial well-being. Just as you are a unique individual, you have a distinct financial situation. We take the time to get to know you and your goals so that we can provide you with tax planning assistance tailored to your needs.