It May Be Time for a Financial Checkup
A Fruitful Retirement: Social Security Benefit
Charitable Giving: Smart from the Heart
Social Security: By the Numbers
The Facts About Income Tax
The Power of Tax-Deferred Growth
Our goal is to guide and encourage you to take advantage of the most current developments in the tax laws so we can develop an overall tax strategy together to help you minimize your tax liability. Our seasoned Certified Public Accountant (CPA), Stephen Houser and tax preparation staff take an active approach to all aspects of taxation by monitoring compliance to help you avoid surprises at tax time and by staying current with changes in tax law.
Our Integrated Tax Strategies
We will integrate our tax expertise into your wealth management and financial planning strategies for personal or business-related tax. Our wealth management tax services include:
Small Business Services
Our tax expertise is integral to optimizing the portfolio design and investment strategies for all our wealth management clients. Experience the difference with Houser Financial Group
Estate, Gift, and Trust Tax Return Preparation
We provide expert preparation of complex federal and state estate, gift, and trust tax returns, as well as offering comprehensive and knowledgeable assistance with the tax implications of your estate plans, business succession plans, and gifting strategies. We can advise you about the efficacy and tax implications of several estate planning strategies including irrevocable trusts and charitable giving strategies. We constantly strive to maximize the value of your estate, gift, or trust, and to protect your heirs or beneficiaries from confusion, uncertainty, and the distraction of unforeseen estate tax levies.
What Is a 1035 Exchange?
Tax Freedom Day
After all, at the end of the day, it’s all about relationships
We can help plan for your financial future now, call Houser Financial Group 321.345.1145 or Email for your free financial consultation