Tax Planning

Income Tax Planning and Preparation

For any financial plan to succeed, we must strive to minimize taxes. From using tax-favored investments to setting up your assets in the most tax-effective manner, Waterford Advisors offers tax-smart solutions to better achieve your financial goals.

Frequent changes in federal and state tax laws could increase the impact that income and estate taxes have on your plans. We prepare your individual, business and/or trust income tax returns and, for your peace of mind, we continually guide you through the complex income and estate tax issues you may face.

Budgeting and Bookkeeping

For assistance with Budgeting and Bookkeeping,
please contact us for more information.