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of their financial lives


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 can help you realize tax savings by:

  • Restructuring your investment portfolio
  • Establishing Donor Advised Funds
  • Roth conversions
  • Claiming appropriate deductions
  • Maximizing retirement plan contributions
  • Identifying all the deductions that apply to your small business
  • Using charitable gifting strategies more effectively
  • Tax planning around social security
  • Tax loss harvesting within your investment portfolio
  • Tax gain 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 can be saving on taxes.