Tax Planning

Tax Planning Is Essential

Did you know that tax planning and management are essential to a financial plan. There are so many ways to help reduce your tax bill which then helps you reach your goals quicker.
Each Adviser with Alphamint has over 10+ years of Tax Planning and Preparation experience.

How Tax Planning Helps

Increase Your Net-Worth
Reduce Annual Income Tax
Increase Charitable Contributions
Increase Retirement Contributions
Reduce Your Estate Taxes, Avoid Probate

Why Create A “Tax Plan"

As your net-worth grows so do both the financial complexities and your tax bill, but it doesn’t have to be that way. As your wealth accumulates there are options available to help reduce your tax burden by creating a custom tax plan. This tax plan is designed to employ all available tax deductions, savings vehicles, credits, and techniques to maximize your dollar and minimize what you give to Uncle Sam.

Learn More About Tax Saving Strategies

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FAQ’s

 

 What if I am Audited?

Be audited is never fun, but we can help. Often times audits occur to no fault of your own. If we prepared your taxes and you have been audited, simply notify us and we will work with you to help address the IRS. Our goal is to help resolve any issues immediately allowing you to get back to doing what you enjoy most. With Alphamint, you are not alone if the IRS comes knocking, we partner with you to help resolve any issues.

What if I just want you to do my taxes but nothing else?

We can help you there too. Please contact us to discuss pricing, which is based on your individual needs and tax return type.

What documents are needed for preparing my taxes?

Here is our tax checklist which includes many of the potential tax documents needed for the preparation of a tax return.