Tax Planning

Developing a comprehensive tax plan is a foundational piece of our planning process. We work closely with your CPA to be proactive and tax-efficient in all areas of your financial life.

Tax Planning with Avalon Wealth

Preparing for tax season is often an arduous process, but our financial planners advise on tax-saving opportunities throughout the year. If you choose to work with us, we examine your finances from every angle and, in conjunction with your CPA, recommend strategies to maximize tax efficiency.

At Avalon Wealth, we believe that having outside advisors with various areas of expertise view your finances is the best way to succeed. Throughout the year, we actively communicate with your accountant (CPA) to help simplify and minimize your taxes.

Investments are an outstanding way to earn passive income. However, if your investment portfolio is not designed to be tax-efficient, you may be paying more in taxes than you need to be. 

If you have an existing investment portfolio, our advisors will carefully review it. We’ll look for tax-saving strategies like tax-loss harvesting. If you don’t have an existing investment portfolio, we can help you design one that is as tax-efficient as possible. That way, you keep more of your earnings and build durable wealth.

At Avalon Wealth, our advisors gain a complete picture of your finances to promote holistic financial security. When you work with us, you get more than just a financial advisor for tax planning.

We will monitor your financial situation throughout the year for potential tax efficiencies. This helps you take advantage of tax planning opportunities well before tax season. In many cases, it leads to substantial tax savings by the time you file.

Optimizing Your Finances

Our client-focused approach to tax planning ensures your interests are always our priority. Our fiduciary financial advisors strive to provide independent counsel, building trust-based relationships that thrive on transparency, all aligned with your financial success.

Discover the Avalon Wealth Difference

At Avalon Wealth, we offer financial planning for every stage of life. Whether you’ve just sold your business, are planning to start a family, or are nearing retirement age, we can help you reach your financial goals.

If you want to learn more about investment planning or just want to see if we’re a good fit for you, contact us to schedule a complimentary meeting.