TAX PLANNING AND PREPARATION SERVICES

Proactive tax planning integrated with your financial plan

As part of our effort to provide you with the full spectrum of wealth management,

We are proud to have launched our tax preparation division, Burns Tax Group DBA Transformational Advisory Group which includes, but is not limited to Annual Tax Planning and Tax Compliance. We will grow this division with the same client centric ethos as our wealth management division

Just like the ever-changing environment of the stock market, IRS Tax Regulations and risks within taxation can increase or hinder your long-term growth.

While complicated, we will work to not let the logistics of tax planning and lack of tax strategies deter your legacy. Our tax planning team will integrate into your overall financial plan to not only simplify your life, but ensure that your tax and wealth goals, and values, are reflected in all your decisions, including your Lifetime of Legacy.

Our Tax Group offers:

Proactive tax planning around your life events

Birth of a child, home purchase, marriage, etc.

Annual Tax Filing

Family tax filings and/or individual, trust, gift, charitable entities, and family entities

Maximizing charitable contributions

Evaluating adjusted gross income and deductions to maximize your gifting strategy

Financial planning integration

Ensuring that your tax plan is consistent with your financial plan

Year end tax‑planning

W-4 Adjustments, HSA Planning, Roth conversion and other potential forward looking adjustments

Tax mitigation strategies

Evaluating your entire situation for opportunities to save taxes both today and in the future

Small business planning

Evaluating corporate structures (Sole Proprietorship, S-Corp, etc) to best suit your business needs

Qualifies business income deduction

Determining eligibility and calculating potential QBI business deduction

IRS and state audit report

Interfacing with IRS and state taxing authorities on your behalf

Our seasoned and experienced tax professionals

Work alongside our wealth management team, giving us the ability to execute at an accuracy, speed, depth, continuity, and breadth designed to create a seamless, simplified transformative wealth management experience.