Our financial services and expertise extend well into the world of taxes. Not only are our advisors knowledgeable in how taxes impact your finances, we also have an independently owned accounting firm in-house, Strata Accounting. Come tax time, this makes it easy to prepare your return and file your taxes. 

In addition to handling to your tax returns, one of our main tax services is focused on tax savings. Whether you’re an individual, family, or business, we help to make the most of your annual income and assets and reduce your tax bill. Our tax saving strategies are tailored to your financial portfolio. They include utilizing tactical deductions and optimizing tax savings through retirement funds and tax-advantaged savings plans.