Tax Planning

Plan ahead to keep your resources working for you.

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.

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