Smart tax strategies to help you keep more of what’s yours.
Taxes can erode your returns quickly. At Mosaic Financial, your wealth manager works with our in-house accountants to ensure your portfolio is tax-optimized.
Our in-house accountants have a thorough knowledge of the intersection between tax and finance. As a wealth management client, there are different tax planning strategies that can be implemented depending on your specific situation. Our accountant and your Mosaic Financial advisor work together to reduce the overall tax burden on portfolio income.
Individual 1040 Returns: Review of prior year return. Preparation of federal and home state. Secure client portal. Review by licensed professional. Paper, e-signature and e-file options. ○ Optional Services: Additional state filings. Schedule C (business), F (farm), E (rentals). Additional research or extraordinary work. 1099 filings. Dependent child filings. Business and Trust Returns (Single-Owner S-Corp): Review of prior year return. Secure client portal. Preparation and review by licensed professional. Paper, e-signature and e-file options.
You'll work directly with an experienced tax advisor who has an in-depth understanding of both your tax situation and overall financial picture. Your tax advisor coordinates all required annual tax filings while also planning for future tax years and anticipated changes to your income.