Tax Planning


Virtually all of your financial decisions have tax consequences.  We can help with tax planning to prepare for future taxes, review previous years taxes, and develop a strategy to minimize your tax liability. We can also work with you tax preparer or accountant directly to make it as easy as possible. 

Tax planning is an essential part of any financial plan. We can help you navigate the tricky landscape of taxation to maximize your financial plan.

The US tax code changes every year so it can be difficult to stay on top of all the changes and how they may effect your individual situation.

As part of your financial plan we will look at issues such as capital gains and IRA account distributions to strategize the best way to minimize your tax liability.

We will look at your previous years tax return and use that as a base to project your taxes for the following year including any changes so there are no surprises. 

We can also advise on ways to minimize taxes such as charitable giving and investing in opportunity zones.


Tax Planning & Projections


Tax projections


Review past tax returns


Discuss tax laws and ways to minimize your tax liability


Tax preparation


AIO Financial is bound by a fiduciary duty. We do not receive commissions or sell products so we can be unbiased and put your needs first.