At Natural Bridges Financial Advisors, we believe that understanding your tax situation is vital to our awareness of your overall financial picture.
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. These include: capital gains decisions, changes in employment, new home purchases and refinancing, and much more.
WHEN YOU PLAN AHEAD, YOU HAVE MORE CONTROL. THIS IS ESPECIALLY TRUE WHEN IT COMES TO TAXES.
Tax planning is an essential component to financial planning. At Natural Bridges Financial Advisors, we monitor our clients' tax situation throughout the entire year - not just during tax season - so that we can make timely investment decisions with a crystal-clear picture of the overall tax implications. Understanding our clients’ tax situation helps us give better advice on a wide range of financial decisions.
Every year, 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. We want our clients to make the best decision possible with all of the information they need right at hand.