New Office Address: 5605 77 Center Drive, Suite 101, Charlotte NC 28217

We are expanding and relocating our headquarters to a larger space. Don't be alarmed- we're in the same city, same area, same zip code, just more space for our continued growth and opportunity to better serve you.

Tax Planning

Tax Planning

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.

Below are some of the strategies, Worth Advisors, LLC has developed, to reduce your tax burden and protect you against tax policy changes.
  • 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

Accounting Services

Worth Tax Advisors is a division of the Worth Advisors that offers tax planning and accounting services to business owners.

Tax Services for

  • Individuals
  • Corporations
  • Partnerships
  • Limited Liability Companies
  • Not-for-profit Organizations

Accounting Services

  • Preparation of Financial Statements
  • Bookkeeping
  • Payroll Services
  • QuickBooks® system setup for small businesses

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