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Resources for Individuals and Businesses
Tax Checklist for Individuals
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Tax Checklist for Businesses
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FREE DOWNLOAD
Resources for Individuals and Businesses
Tax Checklist for Individuals
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Tax Checklist for Businesses
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Individual Tax Services
Learn how our services can help minimize your tax liability and maximize your deductions all year round
Retirement Planning
Planning for retirement is one of the most important financial steps you'll take. We're here to help you every step of the way.
Choose From Our Services
Open New Account
Looking to open a new retirement account? We can help you establish the right retirement accounts to fit your individual goals.
Consolidate & Simplify
Rolling over old retirement accounts into a new IRA can simplify your financial life, making it easier to manage your investments and track your progress.
Maintain Tax-Deferred Status
When done correctly, rollovers allow you to move your retirement funds from one qualified account to another without incurring immediate taxes or penalties. We'll ensure your rollover adheres to IRS guidelines to preserve your tax-advantaged status.
Strategic Tax Savings via Retirement Accounts
Contribution Strategies
We'll advise on optimal contribution amounts to your IRAs, considering annual limits and catch-up contributions for those aged 50 and over.
Tax-Deferred Growth
Understand how your investments grow without being taxed annually within traditional retirement accounts, allowing for compounding returns that can significantly boost your retirement nest egg.
Tax-Free Withdrawals (Roth IRAs)
Learn how qualified distributions from a Roth IRA can be completely tax-free in retirement, providing a predictable and stable income stream without unexpected tax burdens.
Future Tax Bracket Planning
We'll help you consider your anticipated tax bracket in retirement when choosing between pre-tax (Traditional) and after-tax (Roth) contributions, optimizing your overall tax liability.
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Looking to save $1,000's in taxes this year?
Get exclusive offers and secrets for cutting your tax and keeping your cash with our tax-filing and planning strategies
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610 Palo Pinto St, Weatherford, TX 76086
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(817) 596-8060
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Tuesday - 9:00 - 5:00
Wednesday - 9:00 - 5:00
Thursday - 9:00 - 5:00
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