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Tax Planning & Preparation

“Tax preparation is like looking in the rear-view mirror while driving. Financial and tax planning is like looking out the front windshield at the road ahead.”

-Kevin Holt, CFP®
 Co-Founder

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Tax Planning and Consultations to Ease Tax Frustrations

As one of the first add-on services introduced, tax-preparation at Market Street Wealth Management has been an integral piece of the overall financial planning puzzle. We recognize the importance of proactive tax planning and preparation in safeguarding your financial well-being. Our team of experienced tax professionals is dedicated to providing comprehensive tax services tailored to your specific needs.

As one of the first add-on services introduced, tax-preparation has been an integral piece of the overall financial planning puzzle. We recognize the importance of proactive tax planning and preparation in safeguarding your financial well-being. Our team of experienced tax professionals is dedicated to providing comprehensive tax services tailored to your specific needs.

  • Tax Preparation: Ensuring Accuracy and Compliance

    Whether you're an individual, a business owner, or a family, our tax preparation services ensure that your tax returns are filed accurately and on time. We take the time to understand your unique financial situation, meticulously review your financial documents, and leverage our experience to maximize your deductions and minimize your tax burden.

    While it’s not a requirement for our financial planning clients to utilize our tax preparation services, many of our clients have enjoyed the convenience and ease of communication that comes with working with our team.

  • Tax Planning: Strategic Solutions for Long-Term Tax Efficiency

    Tax planning is an ongoing process that goes beyond annual tax preparation. We work closely with you throughout the year to identify tax-saving opportunities, develop strategic tax plans, and implement proactive strategies to reduce your overall tax liability. This is an integral part of our process; we look to ensure that your investment management, insurance, and retirement income needs are considered inside the scope of your overall tax picture. The goal is simple: help you pursue your financial goals while minimizing the impact of taxes on your wealth.

  • Tax Returns: Making Sense of Tax Forms

    Our tax preparation extends to a wide range of tax forms, including:

    • Individual Income Tax Returns (Form 1040)
    • Business Income Tax Returns (Form 1120, Form 1120S, Form 1065)
    • Estate and Gift Tax Returns (Form 706, Form 709)
    • State and Local Income Tax Returns
    • Nonresident Alien Tax Returns (Form 1040NR)
  • Minimizing Your Tax Burden

    Our Commitment to Your Financial Success At Market Street Wealth Management, we are committed to helping you navigate the complexities of taxes and pursue your financial aspirations. Our comprehensive tax planning and preparation services are designed to:

    • Maximize your allowable deductions and credits.
    • Minimize your tax liability within the confines of tax laws.
    • Ensure compliance with federal, state, and local tax regulations.
    • Provide increased confidence and clarity in your tax filings.
  • Incorporating Tax Planning into Your Financial Plan

    Tax planning is an integral part of a comprehensive financial plan. We work closely with your financial advisor to ensure that your tax strategies align with your overall financial goals. This integrated approach helps you make informed financial decisions and optimize your financial well-being.

Experience Something Different

When you entrust your tax matters to Market Street Wealth Management, you can expect:

  • Personalized Attention: We take the time to understand your unique circumstances and provide tailored tax solutions.
  • Experience: Our team of tax professionals possesses deep knowledge of tax laws and regulations.
  • Proactive Strategies: We identify tax-saving opportunities and implement strategies to reduce your tax burden.
  • Timely and Accurate Preparation: We ensure your tax returns are filed accurately and on time. Greater Confidence: We handle the complexities of taxes, allowing you to focus on your priorities.

Interested in finding out more? A relationship with Market Street Wealth Management is about much more than just tax preparation. If you’re looking for a simple financial life, reach out to us today.

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