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Our Services > Wealth Management Program > Income Tax Planning
At GW & Wade, we are pro-active in managing your taxes. We believe that understanding the tax implications of any financial decision is critical to generating the best possible net returns. We work with you to develop strategies that meet your financial needs while minimizing your tax burden.
Our tax services include:
- Multi-year tax planning and strategies, updated regularly as tax laws change
- Preparation of tax returns, annual tax planning, communications with IRS and state tax authorities
- Witholdings and estimated taxes
- Federal and state income tax projections
- Stock option strategies (e.g. ISO and non-qualified option exercise)
| Wellesley, MA |
Palo Alto, CA |
New York, NY |
©2010 GW & Wade |
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