Having the Proper Tax Planning is an Important Aspect of the Overall Financial Planning Process in Toledo, OH

Tax planning is crucial to your finances because it allows you to collect all of the necessary information to allow you to pay the lowest annual taxes possible. This is what we would call a “tax efficiency” and should be an important part of your financial plan as an individual or as a business, but especially as an investor looking to build your wealth. The more you can reduce your tax liability and can maximize the amount you are able to contribute toward your portfolio or retirement plan increases the success of your investments.

What is Tax Planning and Why is it so Important for Investors in Northwest Ohio?

Regardless of what your tax planning strategy may be, be it saving for retirement, an IRA, or tax-loss harvesting, Whetro Advisors can help you to meet your investment goals by guiding you through the important step that is tax planning.

We also will take into account considerations such as the timing and size of your income, timing of purchases, and any plans for upcoming expenditures-all of which will affect the way your taxes are used toward your investments.

How Can Whetro Advisors Help You with Your Financial Portfolio?

We work with an accounting group within our office to help assist you throughout the year with your tax planning. It is to keep abreast of any financial changes you may be facing, and we will be able to adjust your tax plan accordingly. This enhances our ability to provide accurate and timely tax preparation of your returns at year-end.

At Whetro Advisors, we help you to gather the data needed and will work with your accountant to ensure that they have everything to complete your taxes.

Visit IRS.gov

WHAT WE DO

Insurance Planning
services that we offer

Consultation is free

You will never be charged for your financial plan without first signing an agreement. Charges for Financial Plans may vary based on the scope of the plan and you will never be charged for any changes unless recreating the whole plan occurs. We are not here to nickel and dime you but are here to help you achieve your goals.