As part of our “expanded team” approach to services for our clients at Creutzer Financial Services, we bring in a CPA during tax time to prepare individual federal state tax returns for an extremely low fee. This can come in very handy, convenient, affordable, and helpful to people living in retirement—the active adult and senior community in particular. If you have a business or a more complex situation, like rental income, it might cost a little more than the approximate $100 cost.
Tax planning and preparation is an important part of our goal in providing you with professional tax and financial advice, and can help lead you to the appropriate products and services so that you can just focus on the true enjoyment of retirement. Tax planning before retirement can make a big difference to how much you pay in taxes for the long-term. We can help you explore possible solutions like Roth conversions, which means converting taxable money you may have in 401(k)s, TSPs, and IRAs and rolling them into tax-free Roth accounts; paying taxes now to reduce them in the future. We work closely with accounting professionals to see how this might work for you since these must be done carefully.
