Our Tax Specialists provide strategies on how to plan today to minimize your taxes in the future. Our philosophy at Hantz Group is that Tax Planning is a proactive process that requires monitoring your tax situation throughout the year to deliver tax projections before preparation of your final tax return.
The holistic approach along with our technology allows the Tax Specialist to have real time data to uncover tax planning strategies throughout the year. It also provides a more seamless method of completing the tax return process. Your Tax Specialist collaborates with the other specialists including the investment specialist to find opportunities in tax harvesting. Another area that is often missed by industry standards is having the tax professional collaborate regarding an individual’s estate planning. This is crucial to minimizing taxes as well.