Individual Tax Planning

A Proactive, Holistic Approach to Tax Minimization

Your tax position is not a discussion you should have with your advisor in March or April; at Mowery & Schoenfeld, we believe that effective tax planning requires continuous contact and an open dialogue throughout the year. With frequent communication and a holistic approach, we can help you make sure that come January you don’t have any regrets, and come April you aren’t facing any surprises.

Individual Tax Planning Strategies

We take the trust our clients place in us very seriously, especially when it comes to their tax strategizing. Our clients have lives to lead and goals to achieve, and we are here to help make sure that their decisions are structured to allow the best possible tax outcome.

We are committed to our holistic approach, meaning your tax advisor will work with you to build all relevant aspects of your financial situation into your tax minimization strategy, including businesses you own; investments; educational goals; family, estate and gift planning; properties; insurance; philanthropy; and retirement.

To view the specific tax planning services we offer to individuals, please click here.

Click below to access our web based planning guide!

Or download a PDF copy of our Tax Planning Guide here!

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