Tax Planning
With a CPA on Keystone Wealth Partners’ staff, we know the ins and outs of current tax laws and may be able to reduce what you pay going forward.*
Tax Planning Experts
Check for inaccuracies in the taxes withheld from your paychecks to ensure your tax refund or payment is the right amount.
See if there are any charitable contributions you’d like to continue, but possibly through a donor-advised fund that could lead to a tax deduction.
Decide if a charitable remainder trust can reduce your tax liability for a large life event, such as selling your business.
Look into your employer’s stock options to minimize taxes.
Tax Planning Experts Arizona - Keystone Law Firm Services
You don’t want to pay more in taxes than is required. Schedule an introductory meeting with Keystone Wealth Partners today to take advantage of our in-house tax planning professionals.
Proper tax planning takes more than a look through your paperwork in April. We will work with you year-round to optimize your tax situation and help you navigate the complexities of tax law.
The Financial Strategies We Create Include A Fully Integrated & Customized Tax Plan:
Detailed current year tax planning
Multi-year tax projections
Proactive tax planning coordinated with your investment strategy
IRA distribution planning
Roth conversion planning
Tax withholding analysis
Consulting on tax notices
Charitable gift and estate planning
Tax Preparation
Complete Tax Planning Services - Keystone Law Firm Services
Our tax services include:
Preparation of federal and state income tax returns
Calculating quarterly estimated tax payments
We understand filing taxes can be a frustrating experience. Why go it alone, trying to figure out which number goes in which box, when you can work with Chandler AZ tax planning professionals who are willing to help out clients just like you.
*Income tax planning and return preparation services are provided through Keystone Tax Services, LLC.
Keystone Law Firm
2701 W. Queen Creek Rd. #3
Chandler, AZ 85248
(480) 418-8448