Avere Tax Planning
Financial Services - Atlanta, Georgia, United States
Avere Tax Planning Employees
Avere Tax Planning Details
Avere Tax Planning was formed to help preserve your wealth. Tax planning should be a critical part of managing your personal finances. However, it is usually not given the time and attention it deserves. We get that! We want to help by becoming your tax planning advisor. Also, tax laws are ever changing and complex which leads many individuals to proceed with trepidation. Because this is an area in which we excel, Avere Tax Planning can help you thoughtfully navigate the income tax landscape.Preserve your wealth by making sound financial decisions. We offer the following services: 1. Income Tax Projections: We prepare current and multi-year income tax projections that identify ways you and your business can: * Reduce your taxable income by maximizing deductions to employer benefit plans. * Save for the future by identifying the right retirement plan. * Maximize itemized deductions and tax credits. 2. Equity Compensation and Stock Option Optimization: Develop a framework for company stock and stock options. * Assess the risk of holding a concentrated single stock position. * We will identify the optimal time to exercise/sell stock options and/or restricted stock. 3. Income Tax Return Preparation: We will prepare your individual income tax return. We specialize in more complex returns that involve non-resident income, self-employment income (Schedule C), rental properties (Schedule E), farm income (Schedule F), and household employees (Schedule H). Contact us today for a no-cost consultation to discuss how we can reduce your taxable income to preserve your wealth.
Avere Tax Planning Technologies
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