Planning to Minimize Taxes and Maximize Growth
The tax rules and regulations seem to change every year, and it doesn’t seem to be getting any less complicated. It takes a professional to help you navigate the many nuances of taxation because we know it’s not about what you make, it’s about what you keep. As a financial partner, we work with you to make sure that we have planned ahead with strategies to keep your resources best working for you.
- How much do you pay in taxes and what tax bracket are you in?
- Are you utilizing and maximizing the benefits of available tax credits and deductions?
- Are your assets, liabilities, income, and spending structured in a way to promote tax efficiency?
- Do you feel like preparing a tax return is like spinning a roulette wheel and hoping for a positive result?
The tax preparation services offered by Derek Pantele are considered an outside business activity for Mr. Pantele and are not offered through Dynamic Wealth Advisors.