Taxes play a critical role in your finances and how you structure your investments and retirement income strategies can affect you and your family’s long-term success. This is why it’s important to not neglect tax planning until the final months leading up to the tax filing deadline. By implementing tax strategies throughout the year and with your other financial strategies, you may be able to reduce the taxes you pay.

We often work with clients year-round in order to minimize their total tax burden. In addition to tax preparation services, we can help you identify possible solutions that integrate into your financial strategies. As a CPA, Craig Rosenblatt understands the current tax code and always keeps abreast of changes. With in-depth knowledge of the relationship between financial investments and the possible tax consequences, he can help ensure your strategies are tax-efficient.