Tax Planning for Your Financial Future
Tax laws are complex and consistently changing, creating a daunting environment when it comes to planning your personal income tax strategy. Managing finances to reduce tax burden requires a partner armed with expertise of the complex and frequently changing tax laws and regulations while wearing the strategic hat to guide you through your unique tax road map.
To guide our clients’ on their personal journey toward financial stability as tax laws change, SC&H Group develops complete and flexible plans designed to meet our clients’ ongoing needs. This comprehensive, collaborative, and customized approach allows us to develop and deliver financial strategies that ultimate provide savings, and minimize liabilities.
How We Deliver
Our team evaluates your entire financial landscape, valuing your current situation to create a plan that highlights potential opportunities and attainable results. We partner with you to be there lock step as things change in your life and business. Constantly and consistently reviewing, monitoring, and adjusting your strategy as needed.
SC&H Group offers services for tax planning and compliance for individuals, estates, and trusts including:
- Wealth management and portfolio review
- Tax compliance and year end tax planning
- Consultation on tax-efficient investing and asset divestitures
- Stock option planning
- Gifting strategies
- Charitable planning with donor-advised funds; charitable foundations
- Estate planning and administration
Developing and maintaining actionable strategies for your personal income tax can be a challenging task. SC&H’s personal income tax team provides a team to help you navigate the complexities of tax preparation and map out a comprehensive plan fit for your long-term goals.