At Worth we realize that tax management is one of the cornerstones for wealth accumulation. What is one of your largest expenses…automobile, food, clothing? For many Americans it is their income tax liability. Through our planning process, we help clients save as much as possible not just in the current tax year, but for years to come.
- Tax-efficient allocation/manager changes
- Individual security conversions
- Tax lot management
- Wash sale coordination
- Short-term gain deferrals and tax pickup opportunities
- Transition of pre-existing securities
- Tax efficient cash flow management
- Tax loss harvesting
Worth Tax Advisors is a division of the Worth Advisors that offers tax planning and accounting services to business owners.
Tax Services for
- Limited Liability Companies
- Not-for-profit Organizations
- Preparation of Financial Statements
- Payroll Services
- QuickBooks® system setup for small businesses