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Income Tax Planning and Reduction Strategies

Resource Financial Group helps to reduce income tax planning stress and works to increase your tax savings by managing and streamlining the whole process for you. We provide:

  • Annual review of your tax return to identify tax strategies and recognize potential tax saving opportunities within your investment portfolio.
  • Tax lot accounting to allow flexibility to harvest tax losses in the portfolio and minimize taxable investment gains.
  • Year end income tax report to your CPA.  This analysis prevents oversights by providing a summary of investment items to be considered when filing your return. It also reduces time that you and your CPA spend discerning relevant information.