- Tax diversification analysis.
- Comprehensive review of your tax return to highlight opportunities for maximizing tax reduction strategies.
- Quarterly review of your tax situation and planning to incorporate any new tax law changes.
- Free consultation with your tax preparer.
- Recommendations of tax solutions including tax-advantaged investments.
- Monitoring of new tax law and how it may affect your financial situation.
As Financial Advisors of RJFS we are not qualified to render advice on tax or legal matters, you should discuss any tax or legal matters with the appropriate professional.