Tax planning is only a part of your overall financial plan. Having both taxes and retirement planning under one roof gives us a better ability to manage our clients assets effectively. Your tax returns will be prepared by a CPA with thought given to both your financial and tax plan - a truly holistic approach.
Who likes paying more in taxes than they have to? No one! Allow our trained professionals to help with commonly missed deductions others may miss. Our head CPA has over 22 years of tax return and planning experience. If you turned 65 in 2016, remember that you deserve a bigger standard deduction than younger folks.
Are you on pace with your retirement? By helping reduce taxes, this will help you take less risk with your investments and retire with peace of mind. Trajan Wealth offers a full suite of financial and retirement vehicles such as professionally managed accounts, IRA's, 401(k)'s and annuities.
Why Choose Trajan Tax Services?
Besides knowing you are in great hands with an experienced team, there are other great benefits:
- Discounted tax returns for only $79.95* (* 2 year introductory rate. As a retirement client with Trajan Wealth, you'll continue to receive deep discounted rates)
- Complimentary ongoing availability for tax questions as a TrajanWealth client
- Quick turnaround on returns
Experienced CPA's who are familiar with:
- Residency or employment in multiple states
- Marriage, Death or Divorce
- Small Business needs
- Real Estate
- Foreign assets
Life's too short to worry about taxes-
Contact us today to get your taxes completed.