Tax planning is often a forgotten part of retirement planning. This is an important step in the planning process, which is why Safe Money Solutions Advisors have in-house tax planners.
Some of our Tax Services include the following, but not limited to:
Tax Minimization Planning
We continuously monitor federal, state, and local tax law changes to allow our clients to minimize current and future tax liabilities. If necessary, we can implement tailor-made due-date tax compliance monitoring systems to prevent costly interest and penalty assessments attributable to late filing. Of course, we offer full tax preparation and filing services.
Estate, Gift and Trust Tax Return Preparation
Sofistication for Wealth Management Cases.
Schedule Your Appointment with
Hollie Gandy, CSA, CLTC
Phone (806) 242-0550
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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.