Tax

At Finer Wealth Management, our experienced, dedicated staff provides comprehensive income tax planning and advice that integrates your financial planning goals and strategies. Additionally, we can assist you in all aspects of tax preparation so you can focus on other things, like running your business. Whether you are a partnership, LLC, Corporation, S Corporation, estate, trust, or an individual, we can provide efficient preparation of your tax returns.

Finer Wealth Management is here to assist you.

“Let him who would enjoy a good future waste none of his present.”– Roger Babson

What Is a 1035 Exchange?

What Is a 1035 Exchange?

1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Making Your Tax Bracket Work

Making Your Tax Bracket Work

Have you explored all your options when it comes to managing your taxable income?
Does Your Child Need to File an Income Tax Return?

Does Your Child Need to File an Income Tax Return?

When your child has income, there’s a good chance that he or she will need to report it and pay taxes.

Find Your Perfect Fit

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