(724) 852-1500


| Tax Planning |
-Utilize any type of IRA, Roth or other retirement vehicles.
-Maximize your investment earnings as legally possible.
-Use of Qualified Charitable Distributions (QCD’s) to help decrease a tax liability for those persons over age 70.5 using their Required Minimum Distribution (RMD).
-Assist clients to shelter income into other deferred accounts (SEP’s and SIMPLE’s) if possible.
-Identify and lower the Social Security Tax torpedo if possible.

| Tax Preparation |
-Complete our investment clients’ tax returns should they so choose. An additional fee is charged for this service.

| Tax Filing |
-Feeling overwhelmed by the many deadlines: Tax, IRA contributions, Required Minimum Distributions (RMD’s), Estate and more? Allow us to help you through this process.
-Either automatically deduct and submit taxes on any IRA distribution at the time of withdrawal, or pay quarterly estimates. The choice is yours.