We have the expertise and experience to provide our clients with tax strategies to minimize their personal income tax liabilities. Though our access in the investment world we are able to make these strategies available to our clients. Through our associated business, GAT General Accounting & Taxes, clients have access to an efficient service for the preparation and filing of personal income tax returns.
Investment decisions must take into consideration the tax implications of their investments strategies and the forms of income that will be generated. The two goals higher income and lower taxes have to be balanced.
Investments and income tax are interrelated. You want to ensure that you are obtaining the best return while paying the fair amount of taxes. Through our knowledge of investing and taxes we can ensure that our clients pay the least amount of taxes by using the tax rules to their advantage.
Tax planning is an ongoing process rather than a once a year process. Let us help in this process.