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Tax strategies

Is anyone looking at my taxes and my investments at the same time?

We review your tax documents and make sure decisions about your investments account for the tax effect on you.

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Stop letting tax be the thing you discover in April.

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The person who files your return and the person who manages your money are often not the same person, and the two rarely compare notes. Decisions get made in one place that create a bill in the other.

Tax considered inside the investment decision

We review your tax documents and make sure our decisions on your investments consider the tax effects on you. Often we can work with your tax preparer to maximize your tax efficiency.

  • Returns reviewed alongside the portfolio, not separately from it
  • Roth conversion opportunities evaluated against your income plan
  • Charitable giving and gifting timed with an eye on the tax result
  • Coordination with your tax professional where that helps

If you file your own return

We will review it at no cost to you to make sure you are maximizing your tax efficiency. Neither Level Four Financial nor Level Four Advisory Services offers tax advice, so anything requiring a professional opinion goes to your tax professional.

Questions

About tax strategies

Have a different question? Ask it directly and we will give you a straight answer.

No. We do not offer tax advice or prepare returns. We review your documents so that investment and income decisions account for the tax consequences, and we work with your preparer where that is useful.

Related

These usually come up in the same conversation

Retirement income and RMDsTurn a lifetime of saving into a paycheck you can rely on.Learn more
Investment managementAn allocation that matches your risk tolerance and your actual goals.Learn more
Estate planningMake sure the plan holds up on the worst day your family will have.Learn more

Next step

One conversation is usually enough to know

No pressure and no obligation. Tell us your situation and we will be honest about whether we are the right fit.

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Neither Level Four Financial, LLC nor Level Four Advisory Services, LLC offer tax or legal advice. Please contact your tax or legal professional for specific information regarding your individual situation.