Proactive tax planning and tax preparation that makes sense.

Tax Planning Services


Taxes can take a huge bite out of your investment returns. With so much of people's retirement savings fully taxable, having a plan for minimizing the taxes on these accounts is crucial for today’s retiree. AMERICAN WEALTH ADVISERS believe you should be working hand-in-hand with a tax advisor and financial advisor to collectively devise investment strategies that legally minimize the taxes that you pay. We proactively recommend tax saving strategies to maximize your after-tax income.

Contact us today for a free, no obligation Tax Saving Analysis to learn how you might be able to save taxes each and every year.

We will recommend Tax Saving Strategies that help:

  • Grow and preserve assets by keeping Uncle Sam out of your pockets.
  • Defer income so you can keep your money now and pay less taxes later.
  • Decrease taxes on your income so you keep more of what you make.
  • Reduce taxes on your investments so you can grow your wealth faster.
  • Lessen taxes on your gifts so you can give more.
  • Shrink taxes on your retirement distributions so you can retire with more.
  • Reduce taxes on your estate so your family keeps more of what you have made.

2023 Tax Preparation Checklist

Checklist of information needed to complete your tax return.