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Tax Preparation Services*
There are many reasons to have your Financial Advisor assist you in completing your income tax returns. For example:
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Your income tax liability can, depending on your circumstances, be managed and, in some cases, dramatically reduced.
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When seeking to minimize the tax burden, consideration should be paid to the four fundamental investment tax alternatives:
ü tax deferred
ü tax free
ü tax sheltered
ü capital gains
- Tax planning strategies involve one or more non-tax financial planning implications. The key is taking advantage of those strategies that are consistent with your other goals and objectives.
Wheeler Wealth Management will gladly assist you in the preparation of your federal and state, individual and estate income tax returns. If you would like assistance, please contact us.
*Tax preparation is a service of Wheeler Wealth Management and is not offered by Raymond James Financial Services.
This site is published for residents of the United States only. Raymond James’ Financial Advisors may only conduct business with residents of the states for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.
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