Tax Planning and Preparation

Because taxes impact most financial matters, we confront the reality from start to finish. We offer tax planning to anticipate taxes and work toward minimizing taxes to the maximum extent allowed by law. We work with you to implement the plans and offer to prepare your taxes (or partner with any professionals you may use instead).

The Perspective Group is not affiliated with, nor endorsed by, LPL Financial. Tax preparation is regulated as an outside business activity. LPL Financial does not provide tax advice or services.