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Tax Planning

Ballast Advisors Tax StrategiesBecause efficient tax strategies play an important role in the success of our clients’ financial objectives, Ballast Advisors provides tax preparation and consulting services as a core component of our financial planning services. Whether we are creating year-end investment tax strategies or the preparation of individual and fiduciary tax returns, the impact of taxes is an integral part of our analysis. The ability to seamlessly integrate this service into your comprehensive financial plan, allows our advisors to create solutions that complement all aspects of our clients’ financial plan.

Assumption is not part of our strategy

When preparing a tax return it’s important to make sure that you have all of the correct information. Ballast Advisors brings to the table the experience of collecting financial information safely and securely to complete your tax return in a timely manner. We don’t rely on assumptions or guesswork when preparing a client’s federal or state tax return. We will help you gather the necessary information correctly the first time.