Tax Planning Made Clear

Helping You Keep More of What You Earn

At FLS Financial Group, we believe proactive tax planning is an essential part of every financial strategy. We help clients identify opportunities to minimize tax exposure while aligning with long-term goals. We don’t prepare returns, but we collaborate closely with your CPA or tax professional to help ensure all aspects of your plan work together. Whether you’re managing investment gains, planning charitable contributions, or approaching retirement, we provide thoughtful strategies to help make your money work smarter for you.

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What’s Included in Our Tax Planning Strategy Services

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Tax Gain/Loss Analysis

Reviewing your investment portfolio to identify opportunities for strategic harvesting and long-term tax efficiency.

CPA Coordination

Working hand-in-hand with your accountant to align tax strategies across your investment, retirement, and estate plans.

Year-End Tax Planning Support

Providing data and reports for your CPA to help prepare for year-end tax decisions.

1040 Tax Review

Reviewing your tax return to help identify patterns, deductions, and potential planning opportunities.

Charitable Contribution Planning

Coordinating giving strategies that reflect your personal values while optimizing potential tax benefits.

Retirement Account Tax Efficiency

Advising on contribution limits, Roth conversions, and required minimum distributions (RMDs) for optimal tax impact.

  • Do you prepare tax returns for clients?

    No, we do not prepare or file tax returns. We work alongside your CPA or tax professional to ensure your financial strategies align with your overall tax plan.

  • How often should I review my tax strategy?

    We recommend reviewing your tax plan at least once a year or any time you experience a major life or income change.

  • Can you help with Roth conversions or RMD planning?

    Yes. We analyze the timing and tax impact of conversions and distributions to help optimize your retirement income and reduce potential tax burdens.

  • Is charitable giving part of my tax plan?

    Yes, for many clients. We can review your charitable contributions and suggest giving strategies that align with your financial and tax goals.

Make Your Tax Plan Work Harder.

Smart tax planning isn’t about reacting — it’s about preparing. Let’s create a coordinated tax strategy that helps you make the most of your income and investments.