Tax Services: Tax Planning & Preparation at Gregory, Fillas & Buschauer
By making tax planning part of our client’s overall personal, retirement and business strategy, we can often help them minimize their tax liabilities. In the case of tax planning we prefer to take a proactive vs. reactive approach and by keeping current on new tax laws and legislation, we are in the position to identify key tax planning opportunities that minimize your current and future tax liabilities. Our practice is to meet with clients during the year, not just at tax time, in order to provide a complete plan for your individual and business planning and tax needs. Tax services offered include but are not limited to:
- Estates, Trusts & Gift
- Not-for-profit organizations
Financial & Retirement Planning
A properly structured financial plan enables you to face any financial challenge that may present itself at each stage of your life. Through the financial planning process, we can help you assess your financial needs and develop strategies that will enable you to achieve your goals and strengthen your financial security today and throughout your retirement years.