Tax Planning

As CPAs, all of our wealth-planning advice is rooted in effective tax planning. As a result, we take a proactive approach to finding tax deductions and creating tax-advantaged solutions. Our tax-planning process includes:

  • Maximizing investment-based deductions
  • Proactive reviews of tax opportunities
  • Tax loss harvesting
  • Tax-efficient investment selection

Many of our clients value the fact that we also provide accounting services through our partner firm, Sherman & Armbruster, LLP, all under one roof. Regardless of who you use for your tax preparation services, we will always be mindful of the tax implications of your wealth portfolio.

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609 Treybourne Drive, Suite B
Greenwood, Indiana 46142
Phone: 317-881-6670 (press 2)
Fax: 317-887-5692
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