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Tax Preparation & Planning

By performing tax preparation services* for our financial planning clients, we are able to provide a greater level of coordination between their investment and tax strategies to better address short and long term financial goals. For our clients who already have a relationship with a professional tax preparer we affirm that relationship and simply ask that the client or preparer provide us a copy of the tax return for tax planning purposes. In essence, we can provide a more comprehensive planning approach than the majority of Financial Planning or Financial Services firms.  

*Tax Preparation and Planning services are provided through Gould Ruma Financial Advisors, a Registered Investment Advisor and separate entity from LPL Financial.