With the current tax system constantly changing and increasing in complexity, clients realize the critical role that income tax planning plays in their overall financial plan.  The Planning Center provides tax planning and preparation services as an integral part of the financial planning process.

• Organize your tax information
• Simplify the tax preparation process
• Provide proactive year-round tax planning to keep you informed of your tax situation
• Take advantage of opportunities for you to minimize your current tax liability
• Evaluate strategies such as charitable giving and Roth conversions
• Help you maximize your long-term after-tax wealth

• This service is available to existing clients of The Planning Center, and will only be offered as an add-on to financial planning services 
• The fee for this service ranges from a minimum of $120/year to a maximum of $1,200/year and is based on your retainer for The Capstone Wealth Program™
• To learn more about this service, please contact one of the Certified Financial Planners™