Tax Preparation & Planning
Our company can prepare your 2017 Federal and State taxes for $199.00 and will include the electronic filing fees, too.
You will sit with a well-qualified Tax Preparer with many years of experience, but you will also have access to Tax Advisors who have been trained to look for ways to potentially reduce the amount of taxes you pay. We are not only an accounting firm who charges a fee to prepare your tax return like many companies; we care and will do all we can to help.
We are in an ever-increasing tax environment and many retirement accounts are tax infested as none has been taxed yet. Minimizing federal income tax liability, for example, can be achieved by reducing taxable income through income deferral or asset shifting and maximizing the income opportunities within marginal tax brackets.
Year-end planning strategies can also help reduce your overall tax burden. Structured distributions from IRA’s and other qualified accounts now prove to be a great tool at reducing taxation later.
Tax planning requires a year-round approach: It can begin with an in-depth understanding of the tax consequences of various investments and strategies. Major life events, such as retirement, death of a spouse, divorce or a new job can come with tax considerations.
We believe a financial professional cannot make a recommendation regarding your finances, financial estate, or insurance without it affecting your taxes. Does your financial professional have tax planning experience or are you having conversations with your professional or CPA regarding the amount of tax you currently pay or may pay in the future? There are so many Financial Advisors out there who continue to make recommendations based on limited information, selling a product, not understanding if their helping or hurting their clients regarding taxation. Does your advisor have an in-depth understanding of long-term taxation and the effects it could have on your retirement income?
Tax considerations affect the decisions of business owners as well -- from the formation of a business to its sale. Our tax planning and business services include:
Call our office to set an appointment with one of our Tax Advisors or small business specialists and get a plan in place. How else are you going to know if you’re paying your partner, Uncle Sam, too much? Get started NOW.
Mike Albertson is an Investment Adviser Representative. Advisory services offered through Secure Asset Management, LLC (SAM) a Registered Investment Adviser.
Bryan Putt is an Investment Adviser Representative and a Registered Representative. Advisory Services are offered through Secure Asset Management, LLC (SAM) a Registered Investment Adviser. Securities are offered through Aurora Securities, Inc. (ASI) Member: FINRA/SIPC.
Tradewell Tax and Financial is not an affiliated company of (SAM) or (ASI).
Representatives of Tradewell Tax and Financial are authorized in states where they are properly registered. Mike Albertson: FL, IN, KY, OH, SC and Bryan Putt: IN. Clients who are not residents of these states cannot be serviced.
This website is not intended to provide investment, legal, or tax advice, nor to effect securities transactions or to render personal advice for compensation. Tradewell Tax & Financial is not engaged in the practice of law. All insurance recommendations offered through Indiana Tax Advisory Group, Inc. Mike Albertson is President of Indiana Tax Advisory Group, Inc.
There are no assurances that you will achieve your investment objectives. All investment strategies have the potential for profit or loss. Changes in investment strategies, economic conditions, contributions, or withdrawals may materially alter the performance of your portfolio. Past performance is no guarantee of future success. We provide no guarantee that any portfolio will match or outperform any benchmark.
Recommendations and advice are based on information provided by the client that is presumed to be accurate. The financial planning process is not stagnant and must be adjusted based upon changes in the client's personal and financial situation, liquidity needs, investment objectives, and risk tolerance. Clients are responsible for notifying us immediately if their personal and financial circumstances or goals change.