Minimize Taxes to Build Wealth

Financial Planning that INCLUDES Tax Preparation

At Natural Bridges Financial Advisors we believe that understanding each clients tax situation is key to developing effective financial plans.  We offer tax preparation services to our annual retainer clients and year round tax planning.  

We pay attention to all aspects of your financial life, we know when you can realize tax savings by:

  • Restructuring your investment portfolio
  • Claiming appropriate deductions
  • Maximizing retirement plan contributions
  • Identifying all the deductions that apply to your small business
  • Using charitable gifting strategies more effectively
  • Amending prior-year tax returns
  • Adjusting quarterly estimated tax payments
  • Tax loss harvesting within your investment portfolio
  • Accurate tracking of the tax status of employee stock grants and options

Tax Advice You Can Trust

Who you choose for tax planning and preparation is important. As fiduciaries and personal income tax specialists, we understand and use current and lawful strategies to minimize taxes and help you build wealth. What would you do with more money to put toward your goals? Discover how much you could be saving on taxes. 


At Natural Bridges Financial Advisors we believe that understanding taxes is vital to understanding the financial situation of our clients

We offer tax preparation services as part of our annual retainer relationship.

When we prepare annual tax returns for our clients, we are able to better understand the financial impacts of many of the vital decisions that face our clients throughout the year and throughout their lives. This includes capital gains decisions, changes in employment, new home purchases and refinance decisions and much more.

When you plan ahead you have more control. This is especially true when it comes to taxes

Tax planning is a vital component to financial planning. At Natural Bridges Financial Advisors, we spend time on taxes throughout the year, not just during tax season. We do this because we believe that understanding our clients’ tax situation can help us give better advice on a wide range of financial decisions.

We help our annual retainer clients make decisions regarding the sale of assets, exercise of stock options, tax-loss harvesting, Roth IRA conversions and a host of other crucially important financial choices.