Tax Planning

With deep roots in accounting, we are advisors in tax planning. We know how to minimize taxes and leverage ever-changing tax rules.

Tax Planning – Service List

Comprehensive Tax Return Preparation & IRS Representation
(for clients with $2M+ in AUM)

Accurate and timely filings with a designated Tax Manager
Individuals, entities, estates, and trusts
Identify immediate and potential tax opportunities and concerns while remaining in full compliance with constantly evolving IRS tax laws

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Tax Reduction Analysis

Identify potential deductions
Strategize for tax efficiency

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Required Minimum Distribution Calculations

Expert guidance on strategic planning for RMDs
Minimize tax implications and maximize the longevity of your wealth

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Empower yourself with proactive tax planning. Let us guide you
through the intricacies of the tax code.

90% of Clients would Recommend Smith Anglin to Others.

Smith Anglin recently conducted a client survey aiming to enhance our service quality. We achieved a high 28% response rate, which according to the third- party survey vendor is significantly higher than the average response. The results showed that clients, on average, rated us an A.

"I don't know what you can do to improve. For us, Smith Anglin has been wonderful. Best of all is our rapport with our advisor. My wife and I feel comfortable bringing anything to his attention and though we’ve never met him face-to-face, we think of him as not only an advisor but a personal friend. Everyone else we’ve had contact with at Smith Anglin has also been wonderful."

Tim Timm
Retired
5/17/2019

"Personal service from my advisor is GREAT! I'm VERY happy with our experience and have nothing I would change."

Jeff and Kyra Ecklund
Active
12/6/2019

"The quality, experience, character and integrity of the Smith Anglin team is outstanding. I have every confidence in their ability to manage my portfolio and anytime I have a question or concern I can always reach them in a moment’s notice."

Ben Stern
Active
12/18/2015

"My advisor is always available to answer my questions and keeps me in the loop on our retirement goals. Never any pressure to take on more than what we’re comfortable with. I truly feel our advisor has our best interests/goals in mind and I feel very confident and comfortable with his financial expertise and recommendations."

Mark Constance
Active
3/22/2018

"I value the personal care of an expert watching my financial investments while I am overseas at work and unable to notice and react to market volatility."

Tom Mckee
Retired
4/1/2013