Tax Planning
How Can We Help?
Keeping up with the ever-changing tax code can be difficult. However, an experienced tax planning financial advisor can get your taxes done correctly, helping you remain compliant.
Our core business at Interactive Wealth Advisors is assisting you with your wealth management needs. We believe that no two people are alike, which is why we offer personalized solutions for each client’s needs.
Additionally, we offer a wide range of financial services to help you maximize your wealth and minimize taxes.
Tax Planning
We will help you understand how to lower your taxable income through various strategies such as maximizing deductions and reducing capital gains. We aim to ensure that you pay as little tax as possible while striving toward your long-term financial goals.
Estate Planning
We want to uphold your dying wishes. Therefore, our estate planning services create a plan that distributes your assets by your wishes.
Investment Advice
We offer investment advice for various situations, including retirement planning and college savings accounts. Our expertise as tax and financial planners allows us to find solutions that fit your unique situation so that you can feel confident about your investments.
Retirement Planning
We are the financial advisor for retirement planning specialists in Oregon, sharing with you invaluable retirement advice that minimizes any future financial regrets. Our retirement tax planner will help you plan to ensure you are ready when it’s time to retire!
Best Practices For Tax Planning
We work with our clients to develop a plan that will help them achieve their financial goals by considering many different factors, such as:
- The client’s age
- Their current income level and future income projections
- Their assets and liabilities (including retirement accounts)
- Their taxable income
- Their Social Security benefits
- Their IRA contributions and withdrawals
- Their life insurance proceeds and loans against these policies
- Their health status and medical expenses
- Their family situation (including spouse/partner and children)
- Their life expectancy
- Federal and state income taxes
Our Process
Current Financial Situation Review
The first step in our tax advising services process is an in-depth review of your financial situation, including looking at your current assets, liabilities, and income sources, reviewing past returns and discussing personal goals and concerns.
Potential Opportunities
We will discuss potential tax reduction opportunities that take advantage of deductions, credits, and other benefits. Our tax planning financial advisor will also look at ways to reduce the amount of taxable income in future years through changes in investments or retirement plans
Strategy Recommendations
Next, we will leverage future-proof strategies to secure your future. That includes tax minimization and tax-efficient investing based on your risk tolerance and time horizon. Our approach to account management also encompasses proactive tax planning, portfolio management, and more.
Account Management
We manage all aspects of your accounts, including proactive tax planning, portfolio management, and more.
Who Is It For?
Retirees & Individual Investors
We offer tax planning services in Oregon for retired individuals or investors that want to be on the right path for retirement by identifying areas where they can currently save money on taxes.
High Net Worth Individuals & Families
We also work with high-net-worth individuals and families needing a comprehensive transitions wealth management strategy. Our clients include doctors, lawyers, engineers, business owners, and other professionals who want to minimize their tax liability while maximizing their wealth.
Business Owners & Entrepreneurs
Our tax financial advisor team also works with business owners and entrepreneurs who want to take control of their financial future. As a business consultant for business owners, we can help you develop personalized retirement tax planning to allow you to retire on your terms.
Small Businesses & Professionals
We provide tax consultant services for small businesses and professionals who need help with taxes (credits and deductions). Our staff has extensive experience working with accountants, so we get the best tax and financial planning advice possible.
Why Choose Us?
We Focus on Your Goals & Objectives
We aren’t just about numbers and spreadsheets; we want to understand where you want to be in the future — whether it’s buying a new home or retiring comfortably — so we can develop a customized plan based on your goals.
We Are Detailed
We’re not afraid to ask hard questions about your current situation. We won’t gloss over any potential issues or problems; instead, we’ll address them head-on so we can help you find tax solutions that work for you.
Simplified Process
We keep things simple, so our clients aren’t overwhelmed by jargon and complicated financial language. That way, you know exactly what’s going on with your money — even if you don’t have a background in finance!
We’re Local
We offer investment management in Oregon, Portland and work with clients throughout the Oregon area and the surrounding cities. We know the local market well and can help you with any questions or concerns about moving or investing here.
We’re Experts in Retirement Planning
Our retirement tax planning services includes comprehensive financial plans that incorporate retirement strategies into your portfolio, helping reduce taxes on distributions from qualified retirement plans.
We Are Here for You
Our experienced Oregon tax consultants are ready to address your financial questions and concerns. We want to ensure you’re comfortable and confident with your decisions.
