Tax-Managed Strategies

As your income and assets increase, your tax liability keeps pace. Reducing your taxes requires comprehensive, year-long planning. It is not something you can do effectively by waiting until April 15. Meritage Wealth Management can help you implement tax-management strategies designed to reduce your annual tax liability and help you keep more of what you earn.

Our advisors include tax attorneys, as well as CPAs, allowing us to provide a more comprehensive approach to your financial goals. With our legal and accounting expertise, we provide a special focus on tax efficiency in all areas, including investments, retirement planning, estate planning, business succession planning and insurance protection from misfortune and liability.

Our history of quality service has always emphasized proactive tax analysis, with tax planing being a year-round consideration. We work with our clients on an ongoing basis to identify and maximize tax-saving opportunities.

Our professional staff is trained to spot potential opportunities in which a client can save tax dollars. Our tax and audit specialists work in tandem to continually review our clients' situations for new opportunities in light of changing federal and state tax regulations. We also take into consideration the needs of the business owner to ensure that the corporate and individual tax strategies do not conflict.

The tax services we offer include advance planning to minimize future taxes, advice on tax effects of proposed transactions, corporate reorganizations, assistance in such tax- oriented areas as executive compensation, pension plans, international tax reporting and planning, and other similar services. We also have experience in providing assitance and advice in negotiations with taxing authorities.

At Meritage Wealth Management, we go the extra mile to exhaust all efforts to determine whether you qualify for different credits and extensions available. Through our various tax planning techniques, we can help you maximize deductions and help minimize your tax liablity, while  helping make sure you file all the proper returns and associated paperwork.