Broker Check

Tax Planning and Tax Preparation

Your Tax Return is Just the Beginning.

Many clients who come to us already have accountants. They’ve worked with various types of financial advisors and specialists. But what they often lack is a trusted partner who can see the full picture and connect each part of their financial landscape into one complete, tax-smart strategy.

That’s where we make a difference.

At Infinity Wealth Management, we know that being proactive about taxes is essential to a strong financial plan. Our in-house tax team led by certified professionals helps keep your tax situation optimized, putting you in a better position to grow your wealth by working to ensure you’re not overpaying year after year.

Bringing Everything Together <br/>with Tax Management

Bringing Everything Together
with Tax Management

While a well-prepared tax return and thorough tax plan are important, they can’t compensate for a disjointed financial picture. When it comes to putting powerful measures in place to truly protect your wealth and create an ironclad tax-efficient legacy, we believe nothing beats a holistic financial plan that includes tax management. Just like a home needs ongoing maintenance, a robust tax management strategy as part of a well-designed financial plan provides your wealth with that same continuous, proactive support as life evolves. 

Our Holistic Approach

When you engage us for comprehensive wealth management services, we connect your tax plan with your investments, income strategy, protection planning, and legacy goals, all within one cohesive framework. Here’s how we bring everything together:

Comprehensive Tax Services That Work Year-Round

We often describe tax services like the early stages of building a home. Tax preparation is the foundation—strong, level, and built to last. Tax planning is the framework, the careful arrangement of structure and support that brings your vision to life. Done right, they provide the blueprint your wealth needs to stand the test of time.

Tax Preparation

Much more than paperwork, your tax return is the base that every other financial decision builds on. Our experienced tax team provides accurate, timely filing along with full coordination across all aspects of your retirement and investment plan. We offer:

  • Individual and joint tax return filing
  • Trust and estate return filing
  • Small business, self-employed, and 1099 income tax preparation
  • Amended and prior-year return corrections
  • IRS e-filing, audit documentation, and submission support

Highlights of 2025 Tax Law Changes2025 Tax Fee Schedule
2025 Intake Form Packet2025 Schedule A Form
2025 New Trust Tax Intake Form2025 Schedule C Form
2025 New Business Intake Form2025 Schedule E Form
2025 Returning Trust Tax Intake Form2025 Home Office Form
2025 Due Diligence Verification Document2025 Returning Business Tax Intake Form

 Tax Planning

Once the foundation is set, tax planning shapes what you build on top of it. Some creative methods we employ to help minimize your taxes include:

  • Roth conversion analysis and multi-year projections
  • Required Minimum Distribution (RMD) planning
  • Income timing and marginal tax bracket awareness
  • IRMAA mitigation to reduce Medicare-related costs
  • Capital gains planning and tax-loss harvesting
  • Charitable giving strategies and donor-advised fund design
  • Tax-efficient withdrawal plans across account types
  • Proactive tax-managed investment strategies for after-tax investments

The Bucket Plan® helps organize your assets for tax-efficient income, liquidity, and long-term growth

The Tax Management Journey® uncovers potential savings opportunities, helps avoid common tax pitfalls, and adapts to your evolving needs

Real-time coordination across your full financial strategy helps ensure your plan stays optimized

Personalized guidance rooted in empathy, education, and understanding supports your goals while adjusting for life’s variables

Discover Holistic Wealth Management
The Infinity Standard &#8211; Tax Preparation And Tax Planning Done Right

The Infinity Standard – Tax Preparation And Tax Planning Done Right

Our tax philosophy is simple: Plan with purpose. Spend with confidence. Live with no regrets.

The way you plan for taxes today shapes what’s possible tomorrow. Let’s replace the guesswork with clarity and build a tax strategy that supports your life in the moment while safeguarding your future.

Ready to Reach Your Financial Goals?

Schedule your meeting with an Infinity advisor