Benjamin Franklin was very astute in saying, “In this world nothing can be said to be certain in life except death and taxes.” So, if we can’t avoid taxes, the next best approach is to educate ourselves about them and understand effective strategies that can minimize our tax burden. Most think there is only one time per year when we turn our attention to taxes. However, tax planning is actually a year-round activity. Tax data is typically gathered toward the beginning of the year; tax preparation takes place as we move farther along with the dreaded deadline of April 15th; and tax-loss harvesting is on the minds of financial advisors every fall.
Taxes have a significant impact on many areas of our financial lives; insurance planning, estate planning, investment planning, charitable/legacy planning and more. Taxes serve almost as a butterfly cross-pollinating every other area. This level of complexity and interrelatedness requires the experience and knowledge of a Certified Public Accountant (CPA). Main Street Advisors, LLC has relationships with several extremely qualified and reputable CPAs in the area to assist you with all of your tax needs
Tax planning is essential to protect what you’ve worked so hard to grow. Let us help you!