Income Tax Planning

Navigating the complexities of income tax planning is a critical journey, but with Berger Financial Group leading the way, you are in expert hands. Our services are designed to significantly benefit your financial strategy and planning. Explore how we can assist you in this essential aspect of your financial health.

What Income Tax Planning Services Do You Offer?

Our services range from running tax projections for various purposes, like charitable giving and estate planning, to intricate tax strategies. In addition to capital gains/loss planning, we also specialize in creating tax-efficient ways for charitable inclined clients to maximize their contributions and tax benefits, like using donor-advised funds.

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You have worked hard. We make sure that it pays off for you and for your family’s future.

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We put you first, taking the responsibility to create a portfolio as unique as your aspirations.

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By looking forward with you, we put our history of tax planning to work for your long-term success.

We approach wealth management in a holistic, people-centered way.



Meet Our Financial Specialists

What Types of Income Tax Planning Projects or Clients Have You Helped Recently or in the Past?

We’ve aided clients in diverse scenarios, from those seeking to optimize charitable giving to those planning wealth transfer to heirs. Our expertise encompasses a broad spectrum of financial situations, ensuring tailored solutions for every client.

What Is Your Process for Taking Income Tax Planning Clients from Start to Finish?

Our process begins with a thorough understanding of your previous tax returns. We then forecast and create a tax projection, giving you a clear picture of your tax scenario. This proactive approach continues throughout the year, aligning closely with your financial advisor for integrated planning.

How Do You Engage With a New Client From the First Call Through?

Upon your initial contact, we gather essential information and analyze your past tax returns. This analysis leads to a detailed tax projection, preparing us for the upcoming tax season. We use this data to not only comply with tax requirements but also to plan strategically for the following year.

What Are the Consequences of Not Hiring an Experienced Tax Advisor or Hiring the Wrong One?

The risks include incorrect tax filings leading to penalties, IRS scrutiny, and potential loss of entitled tax benefits. Choosing an experienced advisor ensures compliance and maximization of your tax advantages.

Why Is Your Financial Group Different & How Do You Ensure a Successful Outcome?

Our uniqueness lies in being a one-stop shop for all your financial needs. We integrate tax planning with your overall financial and investment strategy, providing a holistic approach to managing your financial life.

Start Your Financial Journey Today

Embark on a path to optimal financial health. Contact us by filling out our online form below.

We are excited to partner with you in achieving your financial goals!