“In this world, nothing can be said to be certain, except death and taxes.” – Benjamin Franklin
Sound tax planning can be the foundation of a successful financial plan and it is this niche that BFG Tax Service fulfills. Our team of CPAs are well-versed in the minimization of taxes. They know taxes can be controlled, especially in retirement, by having a comprehensive financial plan. However, it is best not to wait until you are retired to develop this plan. By planning before retirement, you can make choices which will help you optimize your ability to minimize your taxes. Without a plan you may be like so many of the people we meet with for the first time – you may be overpaying your taxes or making decisions which will cause you to pay too much in taxes in the future.
We know the law laws are complex and can be difficult to understand. BFG Tax Service’s tax team understands the impact taxes can have on your overall financial plan. JoAnn, Suzanne, and Nicole work closely with our wealth managers to help design a proactive tax plan and to prepare tax returns for pre-retirees and retirees.
If you have questions about how your taxes relate to your overall financial plan, or if you need assistance in the preparation of your 2018 tax return, call our office today at 913-393-1000 or schedule a complimentary consultation below.
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Investment advisory services offered through Barber Financial Group, Inc., an SEC Registered Investment Adviser.
The views expressed represent the opinion of Barber Financial Group an SEC Registered Investment Advisor. Information provided is for illustrative purposes only and does not constitute investment, tax, or legal advice. Barber Financial Group does not accept any liability for the use of the information discussed. Consult with a qualified financial, legal, or tax professional prior to taking any action.