Tax planning is one of the most important services that we provide to our Punta Gorda area residents. With several Certified Public Accountants on staff, our main objective is to proactively implement tax savings strategies that maximize your pre- and post-tax income. We stay apprised of the current tax law and regulations through our affiliations with local and national accounting organizations such as the MACPA and AICPA.
Proper tax planning requires year round attention. Nearly every financial decision is made with the consideration to tax. Therefore, it is paramount to have a diligent and knowledgeable tax advisor in place. Our Punta Gorda area tax services team is solely devoted to safeguarding you from paying an unnecessary amount of tax in the following areas:
In order to combat the overwhelming variety of taxes, we implement various tax strategies that are unique to you and your specific financial situation. Some of the strategies that we have incorporated for clients include:
These tax strategies have proven effective in reducing the amount of tax you and your family will pay now and in the future. The less tax you pay, the more you have to invest, which will allow your overall wealth to grow. As your assets accumulate, several of these techniques will allow you transfer money to families or charities without being subject to transfer, gift, or estate taxes. Tax implications must be considered in every financial situation. Through careful planning and sophisticated tax strategies, Geier Asset Management will save you a significant amount of money throughout your life.
As a fee-only financial planner, we also offer: