Innovative Tax Planners
We are proud to introduce Innovative Tax Planners, a new division to the JFThompson Wealth Management family of services.
As a Financial Advisory firm we have discovered over the years that many of our clients, like most clients in the financial services arena, use tax preparers for one obvious reason, to complete their tax returns and determine their tax liability based solely on what occurred the previous year. At JFTWM we believe that having a proactive approach to your taxes can limit your frustration at tax time and hopefully save you time and money. Our philosophy going forward is to reduce the costs related to having your tax returns done by being proactive in implementing a personal tax plan for each and every client. The goal of Innovative Tax Planners is to create a tax plan that can potentially reduce the tax liability and tax preparation costs that clients may have experienced in the past. The tax-planning feature will be a part of each client’s financial planning fee, while the tax return element will be at a cost that is competitive, if not lower, than clients may currently be paying.