Individual Tax Preparation & Planning
We provide income tax preparation and planning for our Investment clients and as a part of our Wealth Management service
You will be guided down a "tax minimization" path that takes into account your unique tax situation, with the goal of reducing your tax liability and maximizing your after-tax returns.
Tax Planning is key to reducing unwanted surprises and optimizing your financial situation while ensuring that you are taking advantage of all available deductions and credits.
We respond to IRS audits and inquiries promptly and professionally, working diligently to resolve any issues and minimize any potential penalties or fines. Our team of experts stays up-to-date on the latest tax laws and regulations, ensuring that we provide accurate and reliable advice and support to our clients.
We are committed to being available to our clients when they need us. Whether you have a question, concern, or need assistance with an urgent matter, we are just a phone call away. Our team is dedicated to providing exceptional service and support, and we strive to be responsive and attentive to our clients' needs.
Contact
Call us today to see how we can help incorporate tax planning into your financial plan
NY Office: 518-885-3230
FL Office: 239-435-0090
Tax Preparation Fees: The CFM fee for Tax Preparation is based upon the number of forms and schedules required to file the tax returns. CFM will provide a fee estimate prior to working on your return. Clients are permitted to pay their Tax Preparation fee via credit card. CFM does not permit clients to pay Investment Advisory fees by credit card. Tax planning and preparation services are provided for CFM investment and financial planning clients.
Schedule a Complimentary Phone Call
Want to see if our services are right for you? Schedule a complimentary, 15-minute phone call today.
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