We now offer tax services in additional to Financial Planning as a “One-Stop-Shopping” experience to you and a way to sharpen our vision to get a complete picture of your financial position. Our Social Security and Retirement Planning is always done with the knowledge of how your taxes will be impacted.
Lifetime Advisors Group Tax Services will be headed by John Woodard, CPA. John has over 24 years in the tax preparation and management industry. John is a Fiduciary and Investment Advisor Representative with Prosperity Capital Advisors. This synergy will ensure a seamless addition for this new division and with John aboard, add beneficial expertise to our holistic list of financial advisory services.
Tax Trilogy of ServicesTax Preparation. Tax Planning. Tax Management. Not only will we prepare your taxes for you, but even more importantly help you with tax planning for the coming year and tax management to make sure you are always in a position to pay the lowest taxes allowed.
A basic Personal Return will start at $199. Business Return fees can save you 25%. We will meet with you in our office to review your returns, not just mail them to you without answering any questions or concerns. By having your tax returns at hand, we can immediately see what the best strategies will be for securing your future, while always trying to save you tax dollars.
We invite you to meet John and review how our new Tax Services division will ease your coordination of Financial Planning and Tax Returns and ensure the best strategies for tax savings. Click link below and select Tax Services from our Appointment Calendar