Tax Planning

Personalized Tax Planning

Here’s the cold, hard truth: you're probably paying more in taxes than you need to, but that's not your fault.

The tax code is complicated, confusing and downright intimidating. It was designed by accountants for accountants. Most of us have no idea what we are doing when it comes time to prepare our taxes each year, and the consequences of getting a bad return can be devastating - fines, penalties and even jail time.

There are lots of tax planning strategies that you can use to reduce your taxes and get the most out of your money. The problem is that most people don't have time or energy to figure it all out on their own.

Falcon Wealth offers comprehensive tax planning services for individuals, business owners, college students and retirees alike. We have helped our clients save hundreds of thousands of dollars in taxes over the past decade by using tried-and-true methods to minimize their tax liability while maximizing retirement savings contributions, charitable giving, education funding and other financial goals.

Our team has extensive experience with:

  • Individual retirement accounts (IRAs)

  • 401(k)s

  • 403(b)s

  • Health savings accounts (HSAs)

  • 529 plans for college saving purposes

  • Self-employed retirement plan options like SEPs or solo 401(k)s

… and more!

Our goal is simple – help you achieve financial freedom without having to worry about how much you pay in taxes or whether your plan will hold up under an audit by the IRS.