Tax Strategy and Planning

Tax Strategy and Planning

Our Tax Specialists provide strategies on how to plan today to minimize your taxes in the future. Our philosophy at Hantz Group is that Tax Planning is a proactive process that requires monitoring your tax situation throughout the year to deliver tax projections before preparation of your final tax return.

The holistic approach along with our technology allows the Tax Specialist to have real time data to uncover tax planning strategies throughout the year. It also provides a more seamless method of completing the tax return process. Your Tax Specialist collaborates with the other specialists including the investment specialist to find opportunities in tax harvesting. Another area that is often missed by industry standards is having the tax professional collaborate regarding an individual’s estate planning. This is crucial to minimizing taxes as well.

*Insurance products offered through Hantz Agency, LLC and Plus Agency, LLC. Investment products offered through Hantz Financial Services, Inc.* Investments are subject to risks, may lose value, are not guaranteed by any bank, or bank affiliate and are not FDIC Insured. Tax services provided by Hantz Tax & Business, LLC, and Hantz Ewald, LLC. Trust services provided by Hantz Trust. Legal services provided by outside legal counsel. Mortgage services provided through Hantz Financial Services, Inc, a Michigan licensed mortgage broker/lender, NMLS ID 167864.

EHL Logo*Member FINRA/SIPC. Information about SIPC and the SIPC brochure may be obtained by contacting SIPC at (202) 371-8300 or on their website at www.sipc.org.

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