Cincinnati-based tax planning services for clients across the country.
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Preparing our clients’ Federal, State, and Local income tax returns in-house is all part of the deal. If a client has a great relationship with a non-Wealthquest tax preparer and chooses to use their tax preparation services, we help cover the cost of their tax professional and can review their final documents.
Annual tax preparation is only half of the story though. We believe proactive tax planning is a critical piece of your financial situation and therefore should be an integrated process that happens year-round to maximize the tax opportunities you are presented.
Our tax planning strategies take the long view instead of the shortcut. It should be part of a big-picture approach to your overall financial health, rather than a disconnected annual accounting of obligations and deductions. By integrating tax planning with your investments, financial plan, and estate plan, we aim to bring efficiency and coherence to your entire financial picture.
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Our experienced tax team prepares over 1,000 tax returns annually, serving clients across 40+ states with in-depth knowledge of both federal and state tax regulations.
Our experienced tax team prepares over 1,000 tax returns annually, serving clients across 40+ states with in-depth knowledge of both federal and state tax regulations.
We streamline the tax preparation process with a centralized data-gathering system, ensuring efficiency and accuracy.
Our tax preparation goes beyond data entry, providing thorough analysis to optimize your tax outcomes.
Clients who choose to work with an outside accountant can receive a tax credit reimbursement (Ascend = $300, Expeditions = $300, Summit = $500).
We proactively assess and optimize critical tax positions, including dependents, education credits, filing status, and retirement plan contributions.
Included in our services is access to our tax team anytime for ad hoc questions or consulting, helping you navigate tax decisions year-round.
Should the need arise, we provide representation before tax authorities, ensuring peace of mind and advocacy on your behalf.
Enjoy open, collaborative communication with your dedicated Wealthquest team, ensuring a unified approach to all aspects of your financial plan.
We leverage asset location strategies to optimize tax efficiency across your different types of investment accounts.
Each year, we conduct a comprehensive review that integrates tax strategies with your financial planning, investment management, and estate planning goals.
Tax-saving opportunities are built into your annual financial plan, with strategies tailored to your evolving goals.
Our tax and investment teams work together to strategically manage gains and losses, aligning them with your annual tax objectives.
With your financial data securely managed in-house, our integrated approach helps keep your information protected and accessible.
Discover our approach to coordinated wealth management where your investments, financial planning, tax preparation, and estate planning services are offered by one team of professionals, all under one roof, for one simple fee.
