Taxes aren’t just about filing once a year. They affect you year-round. That’s why we offer proactive year-end projections and tax planning services. Our goal is to identify tax-saving opportunities and prevent unexpected liabilities, giving you peace of mind. While we don’t handle tax preparation, we work with you to create a strategic, forward-thinking approach that minimizes your tax burden. That way, you can focus on growing your wealth instead of worrying about taxes.
If you’re like most people, then you probably wait until the end of the year to think about your taxes. But this could cost you money, and come tax season, you could be facing large, avoidable liabilities. That’s why we take a proactive approach to taxes. Our tax projections ensure that you’re always one step ahead, giving you the ability to plan and adjust throughout the year — not just when tax season arrives.
We believe that tax planning should be part of your broader financial strategy. By forecasting your tax situation early, we can help you avoid surprise tax bills, identify potential savings, and recommend strategic changes that’ll benefit you long term. We offer both year-round and year-end tax planning services so you can stay on top of taxes, no matter what time of year it is. Our income tax planning allows you to anticipate future liabilities and proactively reduce your tax burden.
Your tax situation may change year after year — and sometimes even mid-year. New legislation at the federal and state level can introduce tax-saving opportunities or create unforeseen challenges. Without the right support, these changes will catch you off guard.
At Aurelius Family Office, we stay up-to-date on the latest tax laws and uses advanced forecasting techniques to help you take advantage of new opportunities. No matter your financial situation, our tax planning services keep you informed and prepared.
At Aurelius Family Office, our goal is to simplify tax planning, no matter your season of life. Whether you’re navigating a major life transition, determining the right strategy for your pension plan, or dealing with trust taxation, our advisors are here to guide you every step of the way.
Here’s how we can help:
Get clear, strategic guidance on tax matters during or after a major life transition like divorce.
We’ll analyze your situation and help you decide the best filing status for your circumstances.
We offer advice on how to minimize tax liabilities on investment income for your children.
Get personalized guidance on how your pension income impacts your taxes, with strategies built into your overall retirement tax planning.
Identify opportunities to accelerate depreciation and reduce your taxable income.
Plan for upcoming years with our accurate tax projections, so you can manage your tax liabilities in advance.
We offer scenario analysis to evaluate the long-term impact of your tax decisions.
Plan for future distributions by reducing your qualified plan balances through Roth conversions and other strategies.
We’ll help you implement strategies like backdoor Roth IRAs to maximize your retirement savings while minimizing taxes.
Ensure that your trust is properly structured to minimize taxes and protect your estate for future generations.
We keep a pulse on tax law changes and leverage our experience to ensure your plan is always up to date.
Every financial situation is different, and we tailor our tax planning services to meet your unique needs.
We’re not just focused on the next tax season; we help you plan for the future with long-term strategies.
While we’re based in Bedford, we proudly offer tax planning services for clients across the U.S.
We’re here to serve you, whether you’re right around the corner or across the country. Our main office is based in Bedford, NH, but we also offer virtual and in-person meetings for clients nationwide. If you prefer an in-person meeting, we also travel to several locations to meet you where it’s most convenient.
You can find us in:
Not a fan of in-office meetings? Take advantage of our virtual consultations, or ask us to come to you!
Tax planning doesn’t have to be complicated. With the right strategy, you can reduce your tax burden and feel confident about your financial future. At Aurelius Family Office, we’re here to guide you every step of the way with our personalized tax planning services.
Still have questions? We’re here to help! Get in touch with us today, and learn more about our tax planning services!
While we don’t handle tax preparation, we provide personalized tax planning and projections to ensure you’re prepared ahead of time, so tax season is never a surprise.
By forecasting your tax liabilities and identifying tax-saving strategies throughout the year, we help you make informed decisions that reduce your tax burden and preserve more of your wealth.
Yes! Our year-end tax planning services make sure you’re not caught off guard when tax season arrives. By projecting your liabilities early, we help you adjust strategies before December 31st, so you can minimize taxes and maximize savings.
Absolutely. Tax efficiency is a core part of what we do. From optimizing retirement contributions to evaluating deductions and credits, we’ll design a strategy that reduces unnecessary tax liabilities while keeping your long-term goals front and center.
Yes. We provide estate planning and trust tax strategies to help reduce taxes and protect your wealth for future generations. Whether it’s structuring a trust properly or planning for estate transfers, we’ll guide you through the best options for your situation.
Our main office is based in Bedford, NH. However, we also have locations in Portsmouth, NH, Portland, ME, McLean, VA, and Franklin, TN.
Yes! We serve clients nationwide virtually. Or if you’d prefer an in-person visit, we can even travel to you!
