Tax Planning

With deep roots in accounting, we are advisors in tax planning. We know how to minimize taxes and leverage ever-changing tax rules.

Tax Planning – Service List

Comprehensive Tax Return Preparation & IRS Representation
(for clients with $2M+ in AUM)

Accurate and timely filings with a designated Tax Manager
Individuals, entities, estates, and trusts
Identify immediate and potential tax opportunities and concerns while remaining in full compliance with constantly evolving IRS tax laws

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Tax Reduction Analysis

Identify potential deductions
Strategize for tax efficiency

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Required Minimum Distribution Calculations

Expert guidance on strategic planning for RMDs
Minimize tax implications and maximize the longevity of your wealth

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Empower yourself with proactive tax planning. Let us guide you
through the intricacies of the tax code.

A long history of providing honest, compassionate, and informative service. Read what our clients are saying.

"I don't know what you can do to improve. For us, Smith Anglin has been wonderful. Best of all is our rapport with our advisor. My wife and I feel comfortable bringing anything to his attention and though we’ve never met him face-to-face, we think of him as not only an advisor but a personal friend. Everyone else we’ve had contact with at Smith Anglin has also been wonderful."

Tim T.
Retired Pilot
Client since 2019

"Personal service from my advisor is GREAT! I'm VERY happy with our experience and have nothing I would change."

Jeff E.
Active Pilot
Client since 2019

"The quality, experience, character and integrity of the Smith Anglin team is outstanding. I have every confidence in their ability to manage my portfolio and anytime I have a question or concern I can always reach them in a moment’s notice."

Ben S.
Active Pilot
Client since 2015

"My advisor is always available to answer my questions and keeps me in the loop on our retirement goals. Never any pressure to take on more than what we’re comfortable with. I truly feel our advisor has our best interests/goals in mind and I feel very confident and comfortable with his financial expertise and recommendations."

Mark C.
Active Pilot
Client since 2018

"I value the personal care of an expert watching my financial investments while I am overseas at work and unable to notice and react to market volatility."

Tom M.
Retired Pilot
Client since 2013

All testimonials are provided by current clients of Smith Anglin Financial. Clients were not compensated for testimonials, direct or otherwise. To our knowledge, no other conflicts of interest exist regarding these testimonials. For more information, click this link