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Tax Preparation & Planning

Reduce your overall tax burden now and in the future.

At Infinity Tax & Wealth Management, we do taxes. More importantly, we do tax planning, and we distinguish ourselves from other investment advisors by specializing in helping you avoid overpaying taxes.

Throughout the year, we work with you to offer planning strategies that consider your entire tax and investment picture. Proactively managing your yearly tax strategy ensures you’re taking full advantage of all the ever-changing tax laws and deductions, which ultimately reduces your overall tax burden both now AND in the future.

We use proprietary software to calculate lifetime taxes for you and your spouse and then build scenarios to demonstrate how taxes can be mediated. One of the biggest missed taxes is the increase in Medicare premiums, called IRMAA (income related monthly adjustment amount). Our process addresses this and all other areas of unforeseen taxes.

This might sound like a lot of work, but our team of skilled and certified public accountants will handle most of the heavy lifting. In addition, our wealth management clients are taken through a seven-step tax reduction process called the Tax Management Journey℠. Steps on this journey include:

  • Roth conversions
  • Deferring taxes
  • Tax efficient withdrawal strategies
  • Charitable and gifting strategies
  • Tax deduction bunching
  • Social security tax reduction
  • Family gifting
  • Avoiding marginal tax traps
  • Donor advised funds

Call (828) 681-8574 to schedule a Tax Strategy Session

Quick Links
Secure Tax Document Portal
Tax Preparation Intake Forms
IRS Due Diligence Verification Document
IWM Tax Protection Plan
Beneficial Ownership Information
IRS Where’s My Refund
State of NC Where’s my Refund
IRS Taxpayer Services
NC Customer Taxpayer Services
NC Secretary of State

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Financial Planning and Advisory Services are offered through Prosperity Capital Advisors (“PCA”) an SEC registered investment adviser with its principal place of business in the State of Ohio. PCA and its representatives are in compliance with the current registration requirements imposed upon registered investment advisers by those states in which PCA maintains clients. PCA may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements. Any subsequent, direct communication by PCA with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. Infinity Wealth Management, Inc. and PCA are separate, non-affiliated entities. PCA does not provide tax or legal advice. (Insurance and Tax Services, etc.) offered through Infinity Wealth Management, Inc. are not affiliated with PCA. Information received from this website should not be viewed as investment advice. Content may have been created by a Third Party and was not written or created by a PCA affiliated advisor and does not represent the views and opinions of PCA or its subsidiaries. This site may contain links to articles or other information that may be contained on a third-party website. PCA is not responsible for and does not control, adopt, or endorse any content contained on any third-party website. For information pertaining to the registration status of PCA, please contact the firm or refer to the Investment Adviser Public Disclosure web site (www.adviserinfo.sec.gov). For additional information about PCA, including fees and services, send for our disclosure statement as set forth on Form ADV from PCA using the contact information herein. Please read the disclosure statement carefully before you invest or send money. For important information related to PCA, refer to the PCA’s Client Relationship Summary (Form CRS), Form ADV Part 2A and Privacy Notice by navigating to www.prosperitycapitaladvisors.com.

Catherine Reid is a registered representative of Innovation Partners LLC. Services offered through Innovation Partners LLC. Member FINRA/SIPC Address: 5950 Fairview Road, Suite 140 Charlotte, NC 28210 Phone: 704-708-5461 Innovation Partners LLC. is not affiliated with Infinity Wealth Management, Inc., nor Prosperity Capital Advisors.

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Leann Fitzgerald

Administrative Assistant

Leann joined the firm in 2020. She has over 10 years of hospitality and administrative experience and attended Appalachian State University.

In addition to being Theresa’s right hand woman, Leann is one of the first points of contact for new and existing clients. It is important to her to provide each person with a great experience, and she achieves this through genuine client interactions and assisting with behind-the-scenes happenings that help the firm grow and keep the office running smoothly.

Outside of work Leann loves to spend time with her husband John and their two dogs, Simon and Bonnibel. They enjoy camping, eating good food, playing lawn games, and spending time with family and friends.