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Swartz & Reeder Advisors
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Tax Planning2021-10-04T20:55:38+00:00
Home » General Services » Tax Planning

Protect your finances and avoid tax-season stress.

We take a proactive approach to tax planning and preparation—starting by assessing and organizing current financials and historical records. Based on these insights, we’ll develop a custom plan of action and work together to implement.

Our tax planning services

  • Income tax avoidance strategies

Find smart ways to reduce your tax burden and maximize your financial potential.

  • Tax credits analysis

Make sure you’re taking advantage of all possible tax credits with our thorough analysis.

  • Retirement income planning

Plan ahead for peace of mind with smart retirement income strategies.

  • Cost segregation studies

Get the most from your real estate investments through strategic cost segregation.

  • Capital gains tax mitigation / deferral strategies

Plan for and mitigate capital gains taxes.

  • Charitable giving strategies

Explore philanthropic endeavors to reduce your tax burden.

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