Tax Preparation and Strategies

One essential part of financial planning is determining your current and future tax liability and developing a tax strategy to help legally minimize the amount of taxes you pay. Tax strategies are an integral part in planning your financial lifestyle, helping children go to college, and can directly impact the amount of wealth you will be able to hand over to your heirs and beneficiaries. Working with our sister company, Assurance Tax and Business Services LLC, we recommend taking steps to ensure that your customized financial plan is able to take advantage of any possible tax credits and deductions to help secure and maintain what you’ve worked hard to save.

Utilizing the help of certified public accountants can be important to your business. Such a team can help monitor tax law changes specific to your succession and retirement planning, provide sound and dependable tax strategy recommendations, and serve as your advocate in tax matters.

If you want to learn more about individual income taxes, click here to go to our sister company, Assurance Tax and Business Services, website for tax calculators, additional information, and a link to file your own taxes if you prefer.

Outlook Financial Center, LLC and Wellness Investment Advisers LLC do not offer tax planning services.

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Outlook Financial Center, LLC

Troy, OH and Dublin, OH


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