Tax Planning
Fee Structure:
First time clients - 50 years of age and older - $99
*includes federal and one state.
Returning clients - 50 years of age and older - $185
*includes federal and one state.
All clients - 49 years of age and under - $185
*includes federal and one state.
Dependents - 18 and under; OR 24 and Under and a Full-time student - $99
*includes federal and one state.
Because of the amount of taxes you will owe over your lifetime, National IRA expert Ed Slott calls IRAs and 401(k)s “the Retirement Savings Time bomb”! Taxes could be one of your highest expenses in retirement! We feel taxes should be properly integrated into a total Holistic Plan. CLP Financial Group will educate you about your options now and for the future.
It’s not just what you make, it’s what you keep. As a holistic financial firm, tax implications and mitigation strategies are a critical consideration for all of our investment advice. From 401(k) rollovers and Roth conversions to charitable gifting strategies and tax-efficient portfolio offerings, our advisors are educated on the latest tax laws to help your bottom line.
From tax preparation for individuals to small and medium sized nonpublic entities; preparers at CLP Financial Group provide tax return advice and preparation for individuals as well as businesses. Our clients save time and money as we offer assistance regarding compliance with sales and use taxes, property taxes as well as state, local and federal taxes. We can also assist with the latest tax-saving strategies.
*Additional charges may be applied for schedules and extra state*
Businesses that File an Independent Return (1065 Partnership, 1120 C-Corporation, or 1120-S Subchapter S Corporation)
These fees will vary depending on the complexity of the return. Rates begin at $400. Business owners often experience a savings of a few hundred dollars on average over prior preparation fees.
