TAX PLANNING

Tax Planning

Tax rules can be difficult to navigate on your own. This is particularly true when they are in a state of flux due to changing politics and economic conditions. Blakeslee & Blakeslee helps you consider the tax consequences of your investments. While paying taxes is inevitable, there are ways to reduce your tax burden and end the year with more financial assets.

Our Approach

Reducing tax liability and maximizing your contribution to retirement plans are crucial steps for long-term financial success. Our professionals can work closely with your accountant to select investments that reduce unnecessary taxation. We set out to achieve this by:

  • Helping clients select investments that reduce unnecessary taxation
  • Considering the tax consequences of investments and maximizing the amount that is kept
  • Analyzing your finances from a tax perspective
  • Saving for retirement in an IRA or engaging in tax gain-loss harvesting
tax planning

Not sure where to start?

Let the experienced team at Blakeslee & Blakeslee help you take a holistic look at your finances, your goals, and your prospects.