Tradewinds Tax Planning
100 Conifer Hill Drive, Danvers, MA
100 Conifer Hill Drive, Danvers, MA
Whether you're a business owner or a high-net-worth individual, saving money is more than likely one of your highest priorities each year. As such, tax season provides you with a unique opportunity to lower your tax liability and help you save money that you can then use to reach your financial goals.
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Tax Preparation*
We provide tax preparation services for successful small business owners and high-income earners (W2) as part of our planning packages.
Proactive Tax Planning
Tax planning (reducing tax liabilities annually). Tax planning allows the client to pre-determine the amount of tax they pay year over year and eliminates the surprise tax bill at filing time.
Advisory Services
Capital gains deferral strategies, cash flow planning, business consulting, exit planning, CFO services, retirement planning, insurance services, risk mitigation, legal advisory, tax-centric wealth management and distribution strategy, charitable giving strategy.
