Welcome to TAU
What do you see when you look at your financial picture: a stockbroker here, a financial advisor there, a CPA in one office who refers you to an insurance person or an estate planner in other offices? From any perspective, this is a very confusing picture.
For that matter, do your accountant and your financial advisor talk to each other to discuss what you should sell for tax purposes? How about things like reducing capital gains or taking losses against ordinary income? Do any of the people you entrust with your financial future all get together with you in one room at least once a year—before December 31st—to discuss your upcoming tax preparation and its implications for you and your family’s financial future? If your answer is “No” to these questions, you are not alone.
Achieving Financial Security
At Tax Advisors Unlimited all new clients work with our tax & retirement professionals to compile a confidential financial profile based on income, expenses, individual needs, and goals. We review their previous three years’ tax returns, examine their current lifestyle, and prepare a personal tax plan. Based on this information, we will implement a sound, well-thought-out wealth management strategy to minimize their year-to-year tax liabilities, and provide them the opportunity to maintain their current standard of living throughout their retirement.
Just imagine a complete plan where all your Tax Planning, Investment Planning, Retirement Planning and Estate Planning needs are addressed under one roof.
We call it a holistic wealth management plan. Most responsible people call it common sense. At Tax Advisors Unlimited, we encourage our clients to sit down with us during the year—not only at tax time— to examine their income, their sources of income, their fringe benefit plans, their assets, their sources of interest and dividend income, and show them ways to reorganize these areas to take advantage of all the deductions that are available to them—ultimately to lower their overall tax bill.
At Tax Advisors Unlimited we look at the whole picture. Everything taxes, investments, retirement, insurance, lending, and estate
At Tax Advisors Unlimited we look at the whole picture—taxes, investments, retirement, insurance, lending, and estate—which allows clients to see their entire financial picture and to understand how wise decisions will let them keep more of their money, provide them with a healthy and solid financial outlook, and secure their family.
9 Facts About Social Security
There are things about Social Security that might surprise you.
Budget Check Up: Tax Time Is the Right Time
Tax preparation may be the perfect time to give the household budget a check-up.
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Term insurance is the simplest form of life insurance. Here's how it works.
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
Knowing the rules may help you decide when to start benefits.
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
This calculator can help you estimate how much you should be saving for college.
Estimate your monthly and annual income from various IRA types.
This calculator will help determine whether you should invest funds or pay down debt.
Estimate the total cost in today's dollars of various mortgage alternatives.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
There are some key concepts to understand when investing for retirement
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A presentation about managing money: using it, saving it, and even getting credit.
Learn more about taxes, tax-favored investing, and tax strategies.
Investment tools and strategies that can enable you to pursue your retirement goals.
There’s an alarming difference between perception and reality for current and future retirees.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Though we don’t like to think about it, all of us will make an exit sometime, and those we love may suffer if we are not prepared.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
There are nearly 1,200 ETFs available. Should you invest in them?