Proactive tax planning allows you the opportunity to minimize tax burdens and build a solid foundation of tax reduction strategies that can result in years of tax savings. We work with Certified Public Accountants to provide tax planning, preparation and filing services for our clients. You will receive proactive advice on tax reduction strategies based on income, expenses, individual needs, and goals.

Some of the services provided:
• Tax planning services
• Roth conversion analysis
• 2nd opinion on prior year tax returns
• Year-end tax filing services
• 1040 tax optimization reports
• Personalized tax reproduction reports

Safe Harbor Wealth Management, LLC, Safe Harbor Wealth Advisors, LLC and Safe Harbor Retirement Group, LLC do not offer tax planning or legal services, but will provide references to accounting, tax services or legal providers. They will also work with your attorney or independent tax or legal advisor.