TAX PLANNING FROM OUR FINANCIAL ADVISOR IN RALEIGH
Say Goodbye to Tax Surprises and Lost Gains
Your financial success shouldn’t be undermined by overlooked tax strategies.
You’ll never optimize your tax situation with DIY, last-minute filing or online tax software.
What you really need is a partner who sees your full financial picture. Someone who gets the ins and outs of your income sources, investments, and long-term goals. Experts who can navigate the ever-changing tax laws and find the best opportunities for your situation.
Because when you don’t properly structure your assets and growth strategies, you’re at risk of unnecessarily losing part of the money you’ve saved & gained.
We’ve got good news–we can help you plan for and file your taxes.
Get tax planning & filing services that minimize your burden and maximize your wealth with…
A thorough analysis of your current tax situation and future financial plans
Strategic recommendations to minimize your tax burden (legally and ethically)
Proactive planning to take advantage of tax-saving opportunities throughout the year
Clear explanations of tax implications for major decisions
You can’t avoid taxes…
But you can find the strategies and solutions that help you retain more of your accrued wealth.
introducing
Tax Planning & Preparation Services
Smart tax strategy is about more than just filing returns–
which is why we take a year-round perspective to make the most of your financial situation.
Our financial advisors in Cary work closely with you, looking at your unique finances and creating a plan to keep more of your money.
We’ll file your taxes (and much more)
Here’s what you get when you work with us…
Preparation & convenient e-filing, both for members and non-members
Thorough review of your finances to identify all possible deductions and credits
Strategic planning to protect your retirement income and investment gains
Customized tax optimization strategies
Year-round tax advice, so you can make informed financial decisions
Guidance on tax implications of significant life events
Not to mention how well you’ll sleep at night knowing that you’re not paying more than you should.
Tax preparation fees are based on assets managed, tax situation, and membership status–you can see our fee schedule here.
You’re working hard to build your wealth–now you need to make sure you’re using the best tax strategies possible to keep it.
…Because your financial success should benefit your family (not just the tax collector.)
“I’ve never worked with anyone like Family Legacy!”
They’ve helped me plan to send my kids to college, buy that boat I always wanted, and stay on track for retirement–which I never thought I would be able to do.
Tax Fee Schedule for 2024
| Under 500K | $250 | $500* |
| $500K to 1M | $200 | $400* |
| 1M+ | $0 | $150* |
| Tax Member Only | $600 | Customized Billing |
*if you have more than 7 schedules or any business income there may be additional fees. Any complex situation is subject to additional charges. Rates are set for 2023 tax return filing.