Complete Tax Planning Services for High Net-Worth Individuals and Families

Our primary focus is reducing or even eliminating your tax burden.

Here’s how:

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The SWAN Tax Advisory Difference

The simple word “taxes” can make people squirm as they think about all the details they need to address. But, with some forward-looking planning, managing your taxes doesn’t have to be as difficult as it can seem.

We’re dedicated to providing customized tax planning, accurate tax preparation and competent IRS Tax Resolution.

SWAN Tax Advisory is able to provide the following tax services:

Tax Preparation and Analysis
Tax Reduction Strategies that can reduce or eliminate your Social Security benefit taxes
Tax Strategies that can increase the inheritance you leave to your heirs

Tax Planning

  • Complimentary 30-Minute Consultation
  • Personal Tax Strategies
  • Estate Tax Review
  • Corporate Tax Review
  • Tax Plan Development

Tax Preparation

  • Personal
  • Trusts and Estates
  • S-Corp
  • C-Corp
  • Partnerships
  • Out-of-State Returns
  • Extensions

IRS Tax Resolution

  • IRS/Tax Specialists
  • Reduced Settlements
  • Penalty Elimination
  • Levy Removal
  • Resolve Payroll Tax Liabilities
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INSTANT DOWNLOAD Take Charge of Your Taxes: Knowledge You Need for Proactive Planning

Would you like to avoid surprises at tax time? Tax laws change every year — and this year is no different! This downloadable guide will walk you through the latest tax law changes to help you avoid any surprises. In this 12-page guide, you will find out:

  • What the Tax Cuts and Jobs Act could mean for you
  • How inflation could affect your tax bill
  • Why proactive planning can help give you financial confidence
  • How your financial professional can coordinate with a tax professional to help you create a tax-efficient strategy

Ready to Take the Next Step?

For more information about any of our products and services, schedule a meeting today or register to attend a seminar.