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Tax Strategy

We aren't CPA's, and that's a good thing.

Tax impacts every aspect of your financial life. Our professional tax team can work directly with your Accountant to review your recent tax returns and identify potential savings or restructuring opportunities, giving you proactive ideas to save money in the future.

Our team is dedicated to helping reduce your tax costs.

Our team of professionals will design a tax plan that evaluates your current financial situation. But ultimately, what it’s all about is retaining the income you've earned and maintaining the lifestyle you want and with the confidence that your tax forms are properly filed so you have peace of mind.

Dream It.

At Kairos Private Wealth, the tax planning process starts with a detailed understanding of your goals. We don’t lump you into a predefined group. Rather, we aim to learn about your specific needs and objectives and tailor a recommendation accordingly.

Build It.

One of our tax planning professionals will gather information on your current financial situation, time horizon, savings and expenses, portfolio distributions and cash flow needs, and more.

Grow It.

We will use that information to prepare a personalized tax plan with clear, easy-to-understand information to help you make the right decisions for your golden years. We firmly believe that education is key in the tax planning journey.

Developing a plan for tax season.

Through a carefully developed tax plan, your tax liability will be reduced and a long term strategy to manage future liabilities will be created.

Working hard to build financial security doesn’t mean all your challenges are behind you. We will monitor your plan in order to manage:

  • Tax Law Changes
  • Income Needs
  • Changes In Tax Status

Our team of professionals are qualified and experienced in handling the emotional, financial and relationship aspects of life transitions and wealth transfers.

Have a question? We're ready to help.

Thank you!