Financial planning

Complimentary Tax Analysis

Tax planning works best all year, not only in April. We review your recent returns and the decisions ahead of you to find where your plan may be costing you more in tax than it needs to.

How the analysis works

We start with your most recent returns and look for patterns, missed opportunities, and costs you could avoid. Then we project the years ahead, so the decisions you make now take your future taxes into account. Are you betting your retirement on taxes being lower later than they are today? Many people are, without knowing it. What you keep after tax is what pays for your life.

What we look at

Ways to reduce your income tax
Capital gains and the taxes on your investments
Roth conversions and the order of retirement withdrawals
Medicare premiums, which rise with reported income
Estate taxes
Charitable giving
Deductions and entity structure for small business owners

The analysis also covers other questions your returns raise.

Your CPA stays in charge of your return

Liriano Wealth Advisory Group is not a CPA firm. We do not prepare tax returns or give tax advice. The analysis shows how your financial planning decisions affect your taxes, and with your permission we share what we find with your CPA, who decides how to file.