TAX SERVICES
Tax Planning & Preparation
At CORDA Investment Management, LLC, we recognize that tax planning and tax preparation are fundamental components of financial success. Our in-house Certified Public Accountants (CPAs) work alongside our Financial Advisors to develop customized tax strategies designed to minimize tax liabilities while enhancing wealth accumulation and preservation. Whether you need proactive tax planning or expert tax return preparation, our team provides a seamless, integrated approach tailored to your financial needs.
We create a personalized plan that includes tax projections, detailed calculations, and tailored strategies designed specifically for your financial situation. This comprehensive tax plan serves as a take-home guide, providing a clear roadmap for optimizing tax efficiency throughout the year and beyond. Whether it’s income tax reduction strategies, retirement distribution planning, or wealth transfer strategies, our plans offer actionable insights that align with your overall financial goals.
CORDA provides a full suite of tax planning and tax preparation services for individuals, families, business owners, and trusts, including:
- Individual & Business Tax Return Preparation
- Capital Gains & Loss Harvesting
- Retirement Account Tax Optimization (Roth IRA Conversions, Required Minimum Distributions)
- Charitable Giving & Philanthropy Tax Strategies
- Tax-Efficient Investment Strategies
Our integrated approach ensures that your financial strategies, investment decisions, and tax planning efforts are aligned for maximum efficiency and compliance.
We help clients adjust their tax strategies as laws change, whether through trust structures, business tax incentives, or retirement distribution planning.
Whether you need tax guidance ahead of major life events (such as selling a property, retiring, or inheriting assets) or assistance with annual filings, our advisors and CPAs are available to provide personalized support.
If you are ready to start managing your wealth with a firm you can trust, call CORDA today at 855.439.0665 to schedule your initial consultation.
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Call us at 855.439.0665 or send us a message below.