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<strong>Strategic Tax Planning</strong>

Strategic Tax Planning

Smart tax strategies to help you keep more of what’s yours.

Minimize Your Tax Burden;
Maximize Your Potential Returns

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.



Integrating Tax Strategies With Your Custom Portfolio Plan

  • Year-Round Tax Planning
  • Tax-Optimized Portfolios
  • Charitable Giving Strategies
  • Estate Tax Planning
  • Income Tax Preparation and Filing

TAKE A CLOSER LOOK

Proactive Tax Strategies

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.

Experience You Can Trust

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.

Recommended Reading

What If You Get Audited?

What If You Get Audited?

Year-End Charitable Gifting and You

Year-End Charitable Gifting and You

Comparing Investments

Comparing Investments

Ready to Get Started?

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