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Tax Planning

Tax Planning Financial Advisor in Oregon

Your personalized retirement tax advisor for secure future

Interactive Wealth Advisors offers comprehensive wealth management services in Oregon, and surrounding cities designed to help you build, grow and manage your wealth. Our team of experienced tax advisors will work with you one-on-one to develop a customized strategy that meets your goals and objectives while helping you avoid costly mistakes along the way. Book a call with our advisors today!

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.

We offer the following tax services

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!

Why People Hire Us

Retirement Planning

Our well-designed process and experience will leave nothing to chance when it comes to your successful retirement.

Investment management

Once we’ve helped you define your goals and objectives, our investment management will be the engine that drives your plan.

Transition planning

Whether you receive large windfall or an uninvited misfortune, we’ll help you make smart decisions and minimize the financial stress.

Business Owner Planning

With Interactive Wealth Advisors’ help, you can simplify the process by integrating your business and personal planning — in an attempt to find synergies that may help to provide tax and retirement planning opportunities.

Estate Planning

At Interactive Wealth Advisors, our estate planning services are designed to help you protect your family and assets while making sure they are used in the way you want. Whether it is creating a simple will or advanced trust, we can develop a custom estate planning solution that fits your needs and goals.

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.

Frequently Asked Questions

What is tax planning?

Tax Planning is the process of managing your tax liability. It is crucial in wealth management and involves strategies to minimize taxes, maximize savings, and build wealth.

Why should you do tax planning?

Tax planning helps manage your wealth efficiently and optimize your investments to get the best returns. It also benefits long-term investors by reducing their taxes payable during retirement and when they pass on their estate. .

Is it worth hiring a financial advisor for tax planning consultancy?

Yes, it is. Financial planning is vital to your financial health as it facilitates informed money decisions.

How can Interactive Wealth Advisors help?

We are a full-service wealth management firm serving clients in Oregon. Our financial advisors take the time to learn about your unique situation and develop strategies that help you achieve your goals. In addition, we offer comprehensive services in financial planning in Oregon, including tax planning, retirement planning, estate planning, and more.

ABOUT INTERACTIVE WEALTH ADVISORS

Interactive Wealth Advisors is a Registered Investment Advisory firm in the State of Oregon and Washington. The Adviser may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Individualized responses to persons that involve either the effecting of transaction in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption.

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Interactive Wealth Advisors are committed to helping you reach financial freedom. If you are in need of financial advice, please complete the form below.