Simplify Your Tax Situation

The U.S. federal tax system is incredibly complex and can cause a major headache having to decipher what tax statutes and regulations matter to you. In a recent poll by the Pew Research Center, 72% of Americans are “bothered” by the complexity of the U.S. tax system. Thus, almost inevitably, tax planning can be a major pain point for many taxpayers. Our tax preparation services, in Denver, aim to alleviate that stress in order to simplify your tax situation and improve it.

Tax Planning Services

At Dechtman Wealth Management, we help guide our clients in the Denver area through a full range of tax planning strategies. Our strategies are designed to help you minimize your tax liabilities, maximize your cash flow, and keep you on track to reach your financial goals.

We provide unique blueprints tailored to each client’s needs where we emphasize the importance of tax efficient planning. Some tax efficient planning considerations include:

  • Tax deferred accounts (i.e. traditional IRAs, pension plans, 401ks, annuities, etc.)
  • Tax-free accounts (i.e. Roth IRAs, 529 savings plans, etc.)
  • Taxable accounts (i.e. bank accounts, mutual funds, etc.)

Additionally, our Denver tax preparation services can increase your tax efficiency through the careful consideration of investment strategies with a disciplined approach to buy and sell decisions. We also employ a sophisticated approach to charitable giving, such as donating appreciated securities, trust planning, utilizing tax credits, minimizing capital gains, maximizing deductions, and taking advantage of income deferral strategies. These are just a few of the approaches designed to help you reduce your tax liability.

How We Can Help

The recent changes to the tax code in 2017 have created many new opportunities as we are in the midst of one of the most tax friendly environments we have seen in the past 30 years. Take advantage of our wealth of experience and expert tax preparation services and analysis to help you optimize financial opportunities that you may not have considered. By utilizing our Denver based firm, let us help you reach your financial goals. We welcome the opportunity to visit with you and discuss your tax planning strategy.