Tax Planning

Are you generally reactive in your tax planning? Meaning you usually start to think about taxes for the previous year come January of the next. Most accountants and tax professionals are generally reactive as well, having to make sense of the financials and receipts you bring them end of year. At SA Financial Solutions, we believe in a proactive approach to tax planning and that preparations should be made starting January or even before for the current tax year.

We work with CPAs and accountants throughout San Antonio to aid you in tax planning. Often times financial and tax planning are so interrelated that you need a team of professionals to assist you. At SA Financial Solutions, we have alliances with CPAs in order to help guide you through the tax planning process. Whether you are looking at converting retirement accounts to a Roth, income deferral mechanisms, or simply how your required minimum distributions will affect your tax rate, give us a call at (210) 497-8743 and schedule a no cost initial consultation. In these times of uncertain tax rates and possible increases it is important that you have a plan in place now for the future.*