"Jeff Vogan may not be a CPA, but he knows that planning with taxes in mind is crucial in today’s ever changing investment world and changing tax laws. Keeping up on taxes is difficult in and of itself, but is made much easier when partnered up with local CPAs that provide tax return preparation services and advanced tax planning advice.
By utilizing our partnerships we are able to provide our clients tax returns at a significant discount and are able to provide valuable tax planning advice through before and after tax returns which show the effectiveness of certain investment decisions before you make them. That’s a service rarely provided by other financial services firms, including those who claim to be tax planners. When is the last time your financial advisor and CPA even talked with each other? Having them under the same roof can really make a difference.
Understanding tax strategies and managing your tax bill should be part of any sound financial approach. Some taxes can be deferred, and others can be managed through tax-efficient investing. With careful and consistent preparation, you may be able to manage the impact of taxes on your financial efforts."