Are Your Tax Decisions Starting to Resemble a Game of Chess?

With recent inflation and subtle changes to the tax code, decisions about your finances and investments can unwittingly bump you into costly tax brackets, including some that have not been adjusted for inflation. These and other complications can leave you feeling like you need a Grandmaster to help you navigate the chess game of tax implications.

“My years of helping individuals and business owners plan, organize, and prepare their taxes, combined with a passion for the dynamics of finance, contribute to my role as a strategic partner for my clients. I constantly look for ways to help them understand what information is important to them in making smart decisions about their money, and how to keep more of it. ”

Bryan Kelleher, CPA

Tax Manager of W3 Fiancial Group