Do you feel like you’re paying more than your fair share in taxes but saving enough to pay your wealth forward and ensure all your hard work pays off?
We are part of a new wave of accountants who value tax planning. We exist to advise individuals and businesses on the most advantageous ways to become tax efficient!
We go beyond — way beyond — filling out and filing the return.
We utilize over 65 different tax-planning strategies to help you potentially lower your tax bill in the end or future years. This may help assure you that you’re not paying more than your fair share while also potentially preserving more resources to pour back into your family, community, business, retirement, charitable causes and passions.
If you’re concerned you may be overpaying in taxes, you need to consult a tax planner.
Click the “Schedule Your 15-Minute Call” above to schedule your complimentary phone call with one of our dedicated and experienced tax planners. Or, if you have questions, contact us by calling 402.973.9000 or emailing help@gettaxsmart.com.
The time to find out if a tax plan may benefit you is now!
We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.
Advisory services offered through SMART Wealth, an affiliate of Retire SMART. SMART Wealth, LLC is a federally registered investment adviser under the Investment Advisers Act of 1940 and an affiliate of Retire Smart. Registration as an investment adviser does not imply a certain level of skill or training. The communications of an adviser provide you with information about which you determine to hire or retain an adviser. Information about SMART Wealth, LLC can be found by visiting www.adviserinfo.sec.gov and searching by the adviser’s name. This is prepared for informational purposes only. It does not address specific investment objectives. All investments are subject to risk including the potential loss of principal. Individuals should consult with a qualified professional for guidance before making any purchasing decisions.
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*Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.
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