Tax Preparation & Planning

As Certified Public Accountants, our deep understanding of both state and federal tax laws means we can help you maximize investment opportunities while minimizing your annual tax burden. This unique perspective on how tax strategy affects financial planning decisions and vice versa allows us to take a more strategic approach to helping you reach your financial objectives.

Additionally, many clients enjoy the added convenience of having a tax planner and financial advisor in the same office.

It should be noted that Taylor Wealth Management and Taylor Tax Service, Inc. are separate corporate entities, and clients of TWM are free to use any accounting or tax preparation firm that they wish.