Sound Strategy Starts
With Having
The Right Goal

Tax Planning

Tax planning is often a forgotten part of retirement planning. This is an important step in the planning process, which is why S.M.A.R.T. Tax Free Retirement Advisors have in-house tax planner and preparer.

Some of our Tax Services include the following, but not limited to:

  • Tax Advisory
  • Tax Planning
  • Tax Minimization Planning

Complete Personal Income Tax Preparation: We constantly keep up to date with the current tax codes and utilize some of the most sophisticated tax preparation software in the industry.

Tax Preparation

Our firm offers professional preparation of all federal, state, and local tax returns at competitive affordable rates.

 

Tax Planning

We continuously monitor federal, state, and local tax law changes to allow our clients to minimize current and future tax liabilities. If necessary, we can implement tailor-made due-date tax compliance monitoring systems to prevent costly interest and penalty assessments attributable to late filing. Our in house planner offers preparation.

Sales Tax Services

Our firm prepares all sales tax filings and offers full sales tax audit representation.

Estate, Gift and Trust Tax Return Preparation

We provide expert preparation of federal and state estate, gift and trust tax returns.

Schedule Your Appointment with

Dennis Drake, CBC CFC
Today!