Tax Planning & Management

One important aspect of financial wellness is proper tax management. One of the challenges that presents itself in a financial management strategy is the struggle to coordinate the efforts of the tax professional with those of the investment advisor or financial planner. That problem does not exist at JG Wealth Management because we have a team in place that collaborates to provide a comprehensive suite of wealth management services.

Tax services are a standard inclusion in all our client relationships. With financial efficiency being one of our chief tenants of service, it only makes sense to reduce costs while increasing your benefits which is why there is no additional cost for our accounting services.

Accounting Services

Some of the services provided by our team accountant are:

  • Personal Tax Preparation
  • Tax Planning to apply tax efficient strategies to your financial plan.
  • Track your financial situation and transactions to take advantage of all opportunities within the tax code as they present themselves

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