Unsurprisingly, taxes may well be your largest expense during your working and retirement years. Unfortunately, many tax professionals and families are mostly concerned with tax compliance or managing taxes for the previous or current tax years. We believe in a broader approach.

As part of our tax-planning process, we will review your recent tax return and collaborate with your CPA in a team approach, as needed, in order to better understand your current income and tax situation. From this, we can make projections and help you identify actions you may take as we seek to help reduce your current and future tax bills. And as your situation and tax law changes, we will update your projections.


LPL Financial and Wings Wealth Management do not offer tax advice or services.