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Income Tax Planning & Preparation

Tax laws can be complicated. You need the support of an experienced wealth management team with a strategic approach designed to maximize your income while minimizing your tax burden.

At HFA, our tax specialists stay current on the most recent tax laws and legislation to develop and implement comprehensive tax strategies that integrate with your financial planning goals. We work hard to uncover tax opportunities based on your current financial position and reduce the taxes you are currently paying. We also anticipate significant life events, like retirement, as we plan to minimize your future tax liability. This combination of managing your current and future tax exposure leads to better overall financial results.

 Personal Tax Planning & Preparation Services

  • State income tax return preparation regardless of which state you live in or where you plan to move

  • Personal tax planning throughout the year integrated with your financial planning objectives

  • Proactive analysis to identify tax savings opportunities

  • Charitable giving strategies (low-basis assets, family gifts, foundations, trusts, etc.)

  • Estate tax planning

  • Audit representation, correspondence and support

  • Retirement plan optimization and distribution strategies

  • Roth IRA conversion analysis 

  • Asset location strategies between taxable, qualified and charitable accounts

  • Equity-based compensation planning

Business Tax Planning & Preparation Services

  • Year-round business tax planning

  • Review and analysis of your business results

  • Identification of  tax savings opportunities

  • QuickBooks® accounting and bookkeeping services

  • Interim CFO services

  • Entity selection and restructuring

  • Business exit planning

  • Audit representation, correspondence and support

  • Employee retirement plan and benefits optimization

The support you need

At High Falls Advisors, we take an integrated approach to your financial strategy. Our team includes CERTIFIED FINANCIAL PLANNER™ practitioners, Certified Public Accountants, Certified Retirement Planning Counselors, attorneys, credentialed tax advisors, and a healthcare and employee benefits specialist who collaborate to offer comprehensive financial solutions, expertise and support to help you reach your goals. Together, we are focused on anticipating your needs, so you can focus on living your life.

Are you taking advantage of all tax savings opportunities?

Get a complimentary two-year tax review today.

Schedule Now