My High Income Tax Strategy
High Income Tax Strategy
+ Younger Clients (25 to 65) with income of $200k to $1M+
+ Clients who don’t want to get killed in taxes during retirement – what is your strategy?
+ Tax return filing starting at $350
How we Add Massive Value to You
+ Review your 2022 return for Red Flags
+ Review your loans,
assets, cash management
+ Tax Diversification Review (Pre-Tax vs Roth vs Taxable)
+ Roth Conversion Strategy, do you have one?
+ Focus on minimizing your Lifetime Tax Bill
+ Saving Optimization (Pre-Tax vs Roth vs Taxable & Health Savings
Account)
+ Retirement Planning for Partnerships & Single Owner
Businesses (Solo 401(k), SEP IRA, etc.)
+ Equity Compensation Planning for Stock Options,
Restricted Stock Units, Employee Stock Purchase Plans
Contact us Today to See How We Add Massive Value Let's Talk About How We Can Help You
Email Us
Call Fort Collins 970-430-5167 or Denver 303-237-2221
Location: 4025 Automation Way, Unit D3, Fort Collins, Colorado
Location: 2145 Kipling Ave, Lakewood, Colorado