Tax Planning & Preparation

Tax planning and analysis are an essential part of our investment management strategies, and therefore Guidance Tax Service goes beyond simply filing your tax return. We are committed to keeping current with changes in tax codes and best practices for allowing clients to keep more of their income.  Our goal is to help proactively minimize tax liabilities now and in the future.

Guidance offers a level of professional expertise needed for various tax events including:
·         Liquidation of stock or other assets
·         Education funding strategies
·         Timing of withdrawals from Social Security,                 IRA, 401(k), 403(b), Pensions, etc.
·         Premature death 
·         Inheritance
·         Charitable giving/gifting
·         Separation/Divorce


We can also assist business owners with the timing of business and capital transactions in order to anticipate potential tax surprises.


Guidance Tax and Accounting, LLC DBA Guidance Tax Service is an affiliated company of Guidance Wealth, LLC.
  • Pre-Tax and Roth Comparisons
  • Social Security Analysis
  • Individual Income Tax Preparation
  • Electronic filing (E-filing) for Federal, State & Local
  • Calculation of Estimated Quarterly Income Tax
  • Investment Cost (tax) Basis Calculations
  • Rental Property & Small Business Tax Assistance
  • Proactive Recommendations for Maximizing your Tax Benefits
  • Social Security and IRA Distribution Planning, Transaction Timing
  • Tax Projections for Future Years
  • Charitable Giving Strategies