Tax Preparation

Our signature service, for your convenience

Guide extends the option for its Wealth Management clients to make use of our Tax Preparation service, this is a complimentary offering.  Our Tax service is backed by the promise to stand by our work, and we offer audit defense to our clientele.

Tax integration

By seamlessly integrating Tax Preparation with our Tax Planning strategies we create an efficient system.  We’re able to implement advanced tax planning quickly and effectively.

Controlled Capital Gains

We use capital loss and gain harvesting across tax years to identify and leverage tax bracket arbitrage opportunities and lower costs.  By controlling income in this manner we are able to help our keep more wealth within their family, and grow Net Worth.

Audit Defense

Our Tax Preparation is backed by our Audit Defense guarantee.  If the IRS does audit your taxes,we will be there for you. Your Principal advisor will have expertise in the continually changing field of taxation enabling them to effectively represent taxpayers at all administrative levels within the IRS.

Get Started

We offer a complimentary discussion on your present situation and needs, we look forward to hearing from you soon.