At Wrezinski Advisory Group we are passionate about serving our clients with a holistic approach taking into consideration their personal, business, and family financial goals.
Tax planning is the logical analysis of a financial plan from a tax perspective in order to align financial goals.
The purpose of tax planning is to discover how to accomplish all of the other elements of a financial plan in the most tax-efficient manner possible. Tax planning thus allows the other elements of a financial plan to interact more effectively by minimizing tax liability.
Please contact us to discuss how we can maximize all of your tax and financial planning goals.
Tax preparation is the process of preparing tax returns and income tax returns for compensation.
Tax preparation may be completed by a taxpayer with or without the help of tax preparation software and online services. Tax preparation may also be done by a licensed professional such as an attorney, certified public accountant
or enrolled agent, or by an unlicensed tax preparation business.
Tax preparation is NOT a service that Wrezinski Advisory Group provides.