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Most tax firms just fill in the boxes, once a year.
EFG Financial Tax Solutions is a Certified Tax Coach servicing organization, helping you proactively plan all year long to take advantage of every deduction, credit, loophole and strategy available. Certified Tax Coaches are tax professionals with advanced training in tax planning who specialize in helping you pay less tax.
TAX FOR INDIVIDUALS
EFG Financial Customers can enjoy the unique convenience of having both their financial and tax planning needs combined into one single plan of action instead of two disjointed activities.
The services of the EFG Financial Tax Solutions is available to all EFG Financial clients. During tax season you can feel confident that your taxes are being filed quickly and efficiently year after year. But tax preparation is only half of the equation. All year round, EFG clients enjoy other benefits such as advanced charitable giving strategies, Roth conversion advice and income and deduction planning.
With EFG Financial you can experience the combined power of a comprehensive tax strategy that is tightly coupled to your financial plans and goals.
BUSINESS TAX
Most accountants do a fine job recording history – the history you give them! They compile monthly, quarterly, and annual books and records. At tax time, they put the “right” numbers in the right boxes on the right forms, and file them by the right deadlines. But then they call it a day. But is that all you really want?
To minimize your taxes, you need a plan. You need concepts and strategies that leave more on your bottom line, without raising “red flags” or straying into “gray areas.” It doesn’t matter how good your current accountant is with a stack of receipts on April 15. If you haven’t planned right, by April 15 it’s just too late. Have you organized your business right? Do you have the right benefit plans for yourself and your employees? Do you have the right retirement plan to prepare for your future. Are you taking advantage of all the legitimate deductions, credits, loopholes, and strategies the tax code offers?
If you want to keep every dollar the law allows, you can’t afford to wait until April 15. You need a plan that takes advantage of every legal deduction, credit, loophole, and strategy available. EFG Financial’s Certified Tax Coaches™ focus on proactive tax strategies to save you money before April 15. They don’t just record history – they help you write it. Take Charge of your tax bill with a ProActive Plan and stop wasting money you don’t have to spend!
ROTH CONVERSIONS
While everyone knows that a Roth IRA is your best retirement account choice, very few realize that the process of a Roth Conversion is a detailed tax strategy that requires licensed tax advice to ensure that you complete the conversion correctly and without penalty. That is one of the reasons why EFG Financial Tax Solutions is your best choice for your Roth conversion planning.
While other financial advisors tend to ignore the fact that a Roth conversion requires competent tax advice to complete properly, EFG Financial provides in-house licensed tax professionals to provide the tax advice portions of each and every conversion that we help our clients to complete.