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Tax Planning
One of my visions over the years has always been to create an office that could help business owners, pre-retirees and retirees review all their financial concerns. When you do a comprehensive financial plan we can determine if you have tax credits or deductions that may not have been utilized or review the ownership and beneficiaries on your accounts to help ensure they are aligned with your investment and estate planning strategies.
What’s important about doing a financial plan is that we can project, based on certain variables such as rate of return, inflation, expenses and social security income what you need to do to retire at a certain age. And when retired, what to do in order to prepare for financial independence!
Tax Planning & Preparation
Tax Preparation
Our clients benefit greatly when their taxes and finances are fully aligned, so as a part of our comprehensive services at Hoss Financial we staff accountants who are ready to help you prepare your taxes in the coming year. We prepare income taxes for pre-retirees and retirees (ages 50 and older) for a discounted price. For those that are 49 and younger we prepare incomes taxes at a great value as well.

For pre-Retirees & Retirees
It’s important as a pre-retiree or retiree to ensure you’re planning to take your retirement income from the most efficient area of your nest egg. Our tax advisors are here to help you accomplish this with confidence. We’ll examine your taxes closely to make sure you aren’t paying any more than is absolutely necessary. We will help you save even more during tax season by preparing taxes at a reduced rate for those who are 50 years or older.
Save Money with in-House Tax Preparation
No matter what stage of life you’re in, with our discounted tax preparation, our professional tax accountants will prepare your taxes and identify every opportunity for you to save money. We’ll also guide you to practices that can save you even more on your taxes in years to come.
Reduce Your Taxes with Tax Planning
You’ll have our expertise on your side to help you take advantage of additional tax deductions, credits, exemptions and adjustments available to you. Our tax advisors will find ways for you to minimize your taxable income while also building long-term solutions that may lead to even greater tax savings down the road.
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©2017 Hoss Financial™ All Rights Reserved.

Insurance and Tax services offered through Hoss Retirement & Insurance Services, Inc., which is not affiliated with Woodbury Financial Services, Inc.

Securities and Investment Advisory Services offered through Woodbury Financial Services, Inc., Member FINRA, SIPC and Registered Investment Adviser. Insurance services offered through Hoss Retirement & Insurance Services, Inc. which is not affiliated with Woodbury Financial Services, Inc. Woodbury Financial Services Inc. does not offer tax or legal advice.

This communication is strictly intended for individuals residing in the state(s) of AZ, CA, FL, ID, NV, PA and TX. No offers may be made or accepted from any resident outside the specific states referenced.

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