PERSONAL TAX PLANNING SERVICES YOU CAN COUNT ON:

  • TAX PLANNING  

  • TAX RETURN PREPARATION

  • INVESTMENT MONITORING FOR TAX CONSIDERATIONS

  • BUDGETING

  • TAX RESEARCH AND OPINIONS

  • REPRESENTATION BEFORE IRS AND OTHER TAX AUTHORITIES

Effective tax planning is more than just an annual review of income and deductions. After observing that many clients’ portfolios were designed for growth without thought to tax implications, we broadened our approach to investment advising. Berson+Corrado is so much more than tax accountants. We are tax strategists for you entire portfolio. We analyze your personal situation, investments, income, expenses, lifestyle and utilize our tax expertise to deliver and implement a well thought-out financial strategy that minimizes your tax exposure.

As an accounting firm with over 30 years of experience, we also have the ability and resources to analyze and present monthly reports that illustrate all account activity and investment returns, including accounts that we do not directly manage. We act as the financial quarterback for our clients and are very involved in assisting with their overall asset allocation decisions.


TIP: DONATING APPRECIATED SECURITIES CAN HAVE TAX ADVANTAGES OVER DONATING CASH. OFTEN, YOU GET THE TAX DEDUCTION ON THE APPRECIATED VALUE OF THE SECURITIES WITHOUT PAYING CAPITAL GAINS TAX.