Tax Planning, Compliance, & Preparation Services

Proper tax planning begins long before tax season. There are decisions you have to make throughout the year that impact your tax obligations. At Scott Marsh Financial, we implement a tax minimization strategy on your accounts based on best practices in the industry. When you take tax minimization into consideration throughout the tax planning process, you’re able to save more money for your future and retirement, and you’re able to create a legacy of prosperity in your lifetime.

We also take tax minimization further by revealing underutilized strategies for saving money on taxes to our clients while staying fully compliant with the law. Often these strategies have led to our clients saving thousands of dollars on taxes for taking a few simple steps.

Tax Planning at Scott Marsh Financial

With 35+ years of experience in the financial industry, we are equipped to provide tax services to both individuals and businesses. With the right tax planning strategies, you can effectively improve your net returns. 

Your tax decisions can also impact the investment we might give you. Because our tax services are integrated with our other financial planning services, you’ll have a fuller sense of your financial standing when you use our tax planning, compliance, and preparation services. 

Complimentary eBook: Donor-Advised Funds

Learn how donor-advised funds could help you save thousands in taxes.


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