**Rooted Planning offers tax preparation services to its Clients through Financial Analysis Inc. Tax preparation services are separate and distinct from advisory services offered to Clients and are provided for a separate service and fee. Compensation earned from tax preparation services is separate and in addition to the Advisor’s advisory fees. Clients are under no obligation to utilize the tax preparation services provided by Financial Analysis Inc. **
Tax Preparation
Tax Preparation is a vital part of your Financial Plan. We’ve been preparing taxes for over 40 years. We provide tax preparation services for individuals, couples, families, businesses, and estates. Contact us to find out how we can help!
Tax Analysis
The smallest details can make the biggest impact. Let us analyze your taxes to determine if there are strategies or ideas you’ve overlooked.
Additional Tax Servies
Tax Loss Harvesting
Capture losses within taxable accounts to reduce your tax bill and offset capital gains during volatile markets
Tax Location Strategies
Determine which asset classes should be held in certain account types to produce tax efficiencies during liquidations
Capital Gain Management
Develop a plan to diversify your taxable accounts by creating a capital gain timeline to spread out capital gain taxes
Tax Reduction
Implement strategies and ideas to reduce your tax burden at the end of each year