Click here to learn more about our financial professionals by visiting FINRA's BrokerCheck.

Tax Preparation

The amount of money you earn and the amount of money you keep is heavily influenced by the taxes you pay each year. When tax planning and financial planning are done in isolation, clients miss out on opportunities to reduce Uncle Sam’s impact on their bottom line. In contrast, our comprehensive service model includes an assessment of your current tax return to uncover potential avenues for savings and restructuring. Depending on your situation, this could mean advocating tax advantaged investments, enacting tax deferral options, and applying tax efficient structures.

Homans & Associates Wealth Management, LLC has a team dedicated to tax preparation that is always available to answer your tax questions. If you already work with a CPA, we’ll set up a complimentary consultation to ensure everyone is on the same page. Collaborating with your other professionals streamlines our process, manages your tax burden, and ultimately maximizes your wealth.

Prepare For Your Retirement


Tax services are offered through Homans & Associates, which is not affiliated with SagePoint Financial, Inc. SagePoint Financial, Inc., nor its registered representatives, offer tax or legal advice.