Tax Preparation
We believe our clients benefit greatly when their taxes and finances are fully aligned, so as a part of our comprehensive services at The Smith Group our tax professionals are ready to help you prepare your taxes in the coming year.
Tax Planning
It’s not just what you make, it’s what you keep. As a holistic financial firm, tax implications and mitigation strategies are a critical consideration for all of our investment advice. From 401(k) rollovers and Roth conversions to charitable gifting strategies and tax-efficient portfolio offerings, our advisors are educated on the latest tax laws to help your bottom line.
