Tilton and Company, PC - Full Service CPA Tax and Accounting Firm
What we offer:
- Tax Planning & Preparation
- Planning, projecting and preparing annual income tax returns while incorporating your tax strategy, developing a comprehensive financial plan.
- Optimize your investment portfolio by making the most of your tax-advantaged retirement accounts through the appropriate placement of investments into tax favored accounts versus non-retirement accounts.
- Annual review and coordination of your investment strategy with your tax planning, allowing for tactical adjustment which may increase after-tax returns.
- Avoid or Minimize:
- The Alternative Minimum Tax through proper tax strategies which impact your investment strategies
- Capital gain exposure without compromising your strategic portfolio allocations.
- Utilizing tax attributes; carry-forwards, credits, other special deductions based on your unique tax profile.
- We incorporate current federal and state(s) tax law along with an appreciation of future tax proposals given the ever-changing and complex tax code in order to obtain the maximum benefits.
Tilton Dislaimer
Tilton and Company
510 Boston Post Road
Weston, MA 02493
Telephone:
781-373-2244
Fax:
781-373-2873
©
Tilton and Company, PC