{"id":337,"date":"2016-05-27T07:10:14","date_gmt":"2016-05-27T14:10:14","guid":{"rendered":"http:\/\/gpswp.com\/risefg\/?page_id=337"},"modified":"2022-11-01T09:14:16","modified_gmt":"2022-11-01T15:14:16","slug":"tax-services","status":"publish","type":"page","link":"https:\/\/gpswp.com\/carlsonfs\/services\/tax-services\/","title":{"rendered":"Tax Planning Related Services are Completed Through Our Strategic Partners"},"content":{"rendered":"<p><em>Carlson Financial Solutions\u00a0does not offer tax planning services, but has a strategic alliance with Stovall &amp; Associates, Ltd., to provide account and tax services.<\/em><\/p>\n<div class=\"embed-responsive embed-responsive-16by9\"><iframe loading=\"lazy\" src=\"https:\/\/player.vimeo.com\/video\/332253781\" width=\"640\" height=\"360\" frameborder=\"0\" allowfullscreen=\"allowfullscreen\"><\/iframe><\/div>\n<p>Perhaps the most impactful piece of retirement planning is determining your current and future tax liability and developing strategies to minimize the amount of taxes you pay in retirement. Tax planning can have a large impact on the amount of wealth you will be able to transfer to your heirs. We will help ensure that your retirement plan takes full advantage of available tax credits and deductions to help certify you and your heirs are maximizing wealth for generations to come.<\/p>\n<p>Carlson Financial Solutions\u00a0has a strategic alliance with Stovall &amp; Associates, Ltd.; utilizing their team of CPA\u2019s to provide tax planning, preparation and filing services for our clients. Our clients receive proactive advice on tax reduction strategies based on income, expenses, individual needs, and goals. Proactive tax planning allows our clients the opportunity to minimize tax burdens and build a solid foundation of tax reduction strategies that can result in years of tax savings.<\/p>\n<p>Throughout the year, Stovall &amp; Associates, Ltd., will monitor tax law changes that could affect our clients, recommending tax savings strategies as well as serving as your advocate in tax matters. Our client\u2019s tax returns are prepared to take advantage of all the deductions, credits, and exclusions allowed to minimize your tax burden.<\/p>\n<p>Based on this strategic alliance, a well-thought-out financial strategy to minimize year-to-year tax liabilities will be discussed and will help in providing the opportunity to maintain your current standard of living throughout retirement.<\/p>\n<p><strong>Tax Services and Planning through our Strategic Alliance:<\/strong><\/p>\n<ul>\n<li>CPA prepared Roth conversion analysis<\/li>\n<li>CPA prepared 2nd opinion prior year individual and business tax return reviews<\/li>\n<li>CPA prepared year-end tax filing services<\/li>\n<li>1040 tax optimization reports<\/li>\n<li>Personalized tax reduction reports<\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"<p>Carlson Financial Solutions\u00a0does not offer tax planning services, but has a strategic alliance with Stovall &amp; Associates, Ltd., to provide account and tax services. Perhaps the most impactful piece of retirement planning is determining your current and future tax liability and developing strategies to minimize the amount of taxes you [&#8230;]<br \/><a class=\"read-more small\" href=\"https:\/\/gpswp.com\/carlsonfs\/services\/tax-services\/\">Continue Reading <i class=\"fa fa-long-arrow-right\"><\/i><\/a><\/p>\n","protected":false},"author":1,"featured_media":0,"parent":4,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":[],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v19.7.1 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Tax Planning Related Services are Completed Through Our Strategic Partners - Carlson Financial Solutions<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/gpswp.com\/carlsonfs\/services\/tax-services\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Tax Planning Related Services are Completed Through Our Strategic Partners - Carlson Financial Solutions\" \/>\n<meta property=\"og:description\" content=\"Carlson Financial Solutions\u00a0does not offer tax planning services, but has a strategic alliance with Stovall &amp; Associates, Ltd., to provide account and tax services. 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Perhaps the most impactful piece of retirement planning is determining your current and future tax liability and developing strategies to minimize the amount of taxes you [...]Continue Reading","og_url":"https:\/\/gpswp.com\/carlsonfs\/services\/tax-services\/","og_site_name":"Carlson Financial Solutions","article_modified_time":"2022-11-01T15:14:16+00:00","twitter_card":"summary","twitter_misc":{"Est. reading time":"2 minutes"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"WebPage","@id":"https:\/\/gpswp.com\/carlsonfs\/services\/tax-services\/","url":"https:\/\/gpswp.com\/carlsonfs\/services\/tax-services\/","name":"Tax Planning Related Services are Completed Through Our Strategic Partners - Carlson Financial Solutions","isPartOf":{"@id":"https:\/\/gpswp.com\/carlsonfs\/#website"},"datePublished":"2016-05-27T14:10:14+00:00","dateModified":"2022-11-01T15:14:16+00:00","breadcrumb":{"@id":"https:\/\/gpswp.com\/carlsonfs\/services\/tax-services\/#breadcrumb"},"inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/gpswp.com\/carlsonfs\/services\/tax-services\/"]}]},{"@type":"BreadcrumbList","@id":"https:\/\/gpswp.com\/carlsonfs\/services\/tax-services\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/gpswp.com\/carlsonfs\/"},{"@type":"ListItem","position":2,"name":"Services","item":"https:\/\/gpswp.com\/carlsonfs\/services\/"},{"@type":"ListItem","position":3,"name":"Tax Planning Related Services are Completed Through Our Strategic Partners"}]},{"@type":"WebSite","@id":"https:\/\/gpswp.com\/carlsonfs\/#website","url":"https:\/\/gpswp.com\/carlsonfs\/","name":"Carlson Financial Solutions","description":"","potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/gpswp.com\/carlsonfs\/?s={search_term_string}"},"query-input":"required name=search_term_string"}],"inLanguage":"en-US"}]}},"_links":{"self":[{"href":"https:\/\/gpswp.com\/carlsonfs\/wp-json\/wp\/v2\/pages\/337"}],"collection":[{"href":"https:\/\/gpswp.com\/carlsonfs\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/gpswp.com\/carlsonfs\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/gpswp.com\/carlsonfs\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/gpswp.com\/carlsonfs\/wp-json\/wp\/v2\/comments?post=337"}],"version-history":[{"count":11,"href":"https:\/\/gpswp.com\/carlsonfs\/wp-json\/wp\/v2\/pages\/337\/revisions"}],"predecessor-version":[{"id":1057,"href":"https:\/\/gpswp.com\/carlsonfs\/wp-json\/wp\/v2\/pages\/337\/revisions\/1057"}],"up":[{"embeddable":true,"href":"https:\/\/gpswp.com\/carlsonfs\/wp-json\/wp\/v2\/pages\/4"}],"wp:attachment":[{"href":"https:\/\/gpswp.com\/carlsonfs\/wp-json\/wp\/v2\/media?parent=337"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}