Tax PreparationOur 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.
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.
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.