Income Tax Planning

Tax planning can maximize your wealth..

First you need to know a little bit about taxes  In particular, you need to understand the following:

• How your i nvestments are taxed

• The before and after-tax rates of return on your investments

• How to compare investments in light of after-tax return

To maximize our ability to provide timely and appropriate income tax recommendations, we offer income tax preparation service.  Income tax preparation is a valuable tool for us as planners because it gives us the ability to formulate a tax strategy and follow it through right up to preparation of the final return.

Over the years we have realized a review of prior year returns is important, but planning and developing a strategy for future years is imperative.  As a result of our review process we have discovered missed tax saving opportunities.  In response to our client’s needs, we offer tax preparation as part of a comprehensive plan or as a stand alone service.

Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer member FINRA/SIPC, to residents of Massachusetts, New Hampshire, Maine, New York, Florida and Arizona. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge does not provide tax or legal advice. Financial planning services offered through Andover Advisory Group, a Registered Investment Adviser. Andover Advisory Group and
Cambridge Investment Research, Inc. are not affiliated.