We start thinking about how to minimize your taxes months before your tax appointment. We work with you at tax time to find specific ways to lower your current tax burden. We assist you with reducing next year’s taxes by thinking ahead and providing real ways to take control. We are always thinking about your taxes so you don’t have to.
You work hard to make your money. We work hard to help you keep your money.
We provide newsletters, organizers, and specific communications regarding your taxes months in advance of your tax appointment.
We work with you during your tax appointment to explore your specific situation and find the best approach to minimize your taxes.
We inform and guide you to start thinking about your taxes for next year during your current year tax appointment.
We provide information to educate and assist you in reducing your taxes. Informed clients are the best clients.
We ask questions and listen to you during your tax appointment so that we can provide a customized tax solution geared toward keeping your tax as low as possible.
+Michael Johnson, Advisory Representative Securities offered through AvantaxSM Member: SIPC Advisory Services offered through AvantaxSM. Member: SIPC ClearPath Advisors and Money Matters MN, Inc are not registered broker/dealers or independent investment advisory firms.
Investments are subject to market risks including the potential loss of principal investment. Avantax affiliated financial professionals may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state. This information is not intended as specific tax or legal advice. Please consult our firm and your legal professional for specific information regarding your individual situation. www.finra.org www.sipc.org