our services Integrated Tax and Wealth  Management

Working together, we determine which areas of focus require our immediate attention and which ones are more long term in nature. From our findings, we’ll assemble and help you manage a comprehensive plan that supports your financial goals. No matter what your level of wealth, working with us can help you pursue those goals.

Retirement Planning Services

Our retirement planning services are designed to help ensure you achieve your financial goals securely, minimizing the chance of depleting your funds. Our aim is to provide you with peace of mind and clear understanding, allowing you to focus on what matters most to you.

Our retirement planning process includes:

  • Improving and tracking the success rate of your plan
  • Identifying how much you need to dedicate towards retirement.
  • Turning your retirement savings into a reliable paycheck
  • Developing a cohesive investment strategy to reduce risk and improve returns
  • Ongoing tax planning to reduce your tax bill
  • Aligning all the moving parts of your financial life to create a successful retirement

A retirement plan is an evolving process. We employ financial planning tools to create your plan, monitor its effectiveness, adapt to unforeseen circumstances.

 IMG-Investment Management
Investment Management Services
  • Evaluation of your objectives, investment horizon, and risk preferences.
  • Identifying your risk capacity
  • Guidance on asset distribution strategies.
  • Crafting and structuring of your investment portfolio.
  • Regular oversight, adjustments, and upkeep of your portfolio.
  • Continuous scrutiny and assessment of portfolio managers.
  • Our commitment is to select investments that resonate with your financial objectives.

Through our tailored approach, we aim to thoroughly understand your unique financial aspirations, timeline, and risk appetite. We are committed to providing you with insights grounded in historical data, enabling you to make informed investment choices. We will work collaboratively to identify an investment strategy that aligns with your comfort level regarding risk and expected returns. As an independent, fee-based firm, our investment universe is not confined to certain investment options or proprietary products.

 IMG-Tax Preparation
Tax Preparation Services
  • General tax preparation services and year-round planning
    • Individual
    • Estate & Trust
    • Small Business Owners (S-Corp, Partnership, LLC’s)
  • Proactive tax analysis to identify areas for tax reduction
  • Federal, State, local tax compliance
  • Amended Returns
  • Tax Projections
  • Buying or selling of a business
Estate Planning Services

While we do not prepare estate planning documents, our team keeps abreast of developments that may impact estate plans. We can help you better understand important concepts and help prepare for a consultation with a qualified estate planning attorney.

Our services in the estate planning process include:

  • Review estate planning documents and discuss potential strategies
  • Prepare a summary/flowchart of your estate plan
  • Analyze estate strategies
  • Coordinate with and provide data to your estate planning attorney
  • Facilitate changes to beneficiary designations and retitling of accounts
  • Consult on and assist in estate administration
  • Preparing Trust Tax Returns

Trust Services:

As part of a comprehensive plan to help protect and preserve your wealth from unexpected events, trusts can be invaluable. Through our partnership with Commonwealth Financial Network as well as relationships with a select group of trust companies, we can work closely with you, your beneficiaries, attorneys, accountants, and other advisors to craft a wide array of estate planning and trust management solutions.

What Sets Us Apart A key differentiator of our firm is our
dedicated tax services.

By consolidating tax and wealth management in one place, we make the financial planning process more straightforward and convenient for our clients. We believe tax strategies should be an integral part of your overall wealth management strategy. Our team of tax professionals works alongside your wealth advisors, tailoring tax planning and annual preparation to your unique circumstances. We are best suited for clients who:

Are Nearing or
Have Entered Retirement
Transitioning from wealth accumulation to strategic preservation and growth, we provide seasoned guidance for a seamless shift into a secure retirement phase.
Possess Assets
Over $2 Million
Our specialized services cater to those with significant assets, offering nuanced strategies to not only safeguard but also enhance your financial legacy.
Seek Integrated Tax Planning
and Preparation
Understanding the pivotal role of tax management in wealth preservation, we extend our services to individuals seeking professional oversight of their tax planning and preparation. Our approach is designed to maximize tax efficiencies, reducing liabilities, and bolstering your financial health.
Seek Comprehensive
Wealth Management
With a focus on crafting superior retirement plans integrated with tax-smart strategies, we aim to ensure your finances are optimally positioned for both current and future prosperity.
We offer the following tax services

Tax return preparation services are offered through Quantis Tax Services and are separate and unrelated to Commonwealth Financial.

Proactive tax analysis to identify areas for tax reduction
General tax preparation services and year-round planning
  • Individuals
  • Businesses (Corporation, Partnership, LLCs)
  • Non-Profit Organizations
  • Estates & Trusts
Federal, State, local tax compliance
Amended Returns
Tax Projections
Buying or selling of a business
 IMG-Tax Upload
Tax Upload

As of the current period, we regret to inform you that we are temporarily unable to accept tax uploads for the fiscal year 2024. However, we want to assure our users that this restriction is only temporary, and we anticipate resuming the acceptance of tax uploads for the subsequent tax year, 2025. We appreciate your understanding and cooperation during this period, and we look forward to assisting you with your tax submissions in the upcoming year.

Please stay tuned for further updates on when the upload facilities will be reinstated for the 2025 tax season.