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Tax Planning

We’ll work with you to develop a tax strategy.

One essential part of planning for your retirement is determining your current and future tax liability and developing a strategy to minimize the amount of taxes you pay throughout your lifetime. Tax planning is an integral part in forming your legacy and can directly impact the amount of wealth you will be able to hand over to your heirs and beneficiaries. We will help you ensure that your customized retirement plan is able to take advantage of any possible tax credits and deductions to help secure and maintain what you’ve worked hard to save.

Neufeld Capital Management is unique in our ability to incorporate your tax situation into your retirement plan. Our strategic partnership with Focused Tax Solutions allows us to provide full tax services that the vast majority of financial advisors are simply unable to offer. Chris realized years ago, tax planning was a grossly underserviced area in the field of financial advising. Through the integration of tax planning into his advising, he is able to offer an even more holistic approach to strategically building out your financial future. As a direct result of his tax expertise and offering tax preparation as a service to his clients, Chris is able to proactively look for opportunities for his clients to pay less taxes before and during retirement.

Tax Planning Services

  • Annual Tax Preparation / Tax Filing
  • Roth Conversion Analysis
  • A Tax-Integrated Holistic Financial Plan
  • 1040 Tax Optimization Reports