Tax and Advanced Tax Planning Services

Providing full tax preparation, for you and your business

As a Hosler Wealth Management client, you’ll receive tax planning in addition to financial planning and investment advice.  This helps us find more ways to save you money on taxes.

In addition, our team of 3 EA’s (Enrolled Agents) can also provide full tax preparation, both for you and your business.

By consolidating your tax and investment management with us, you benefit because:

  • We can provide advice on how to minimize your tax liability in order to keep more of your hard-earned money.
  • Most of your documentation is centralized in one place, minimizing the hassle of tracking down documents for your accountant.
  • Once we handle both your taxes and your investments, we can help you develop more advanced strategies to save money or defer taxes

Tax preparation is provided for a flat fee, so you don’t have to worry about hourly bills or additional charges.  Instead, you just get our dedicated staff looking for ways to reduce your tax bill.

We can prepare taxes and provide tax planning for:

  • Individuals
  • Corporations
  • Partnerships
  • Trusts

We can provide advice on how to minimize your tax liability in order to keep more of your hard-earned money.

Second Opinion Consultation

Schedule a free, no-strings-attached second opinion consultation today.