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Tax Planning

Providing Tax Evaluation for Your Financial Future

 

Tax impacts every aspect of your financial life. Our professional tax team of CPA’s can work directly with your Accountant to review your recent tax returns and identify potential savings or restructuring opportunities, giving you proactive ideas to save money in the future.

 

Benefits you gain from our tax planning service include:

 

·       Evaluating business structure to optimize the benefits of the Internal Revenue code.

·       Focusing on opportunities unique to your individual business or industry.

·       Understanding the tax consequences related to your individual investments.

·       Maximizing your retirement plan savings under current tax law.

Segelke Financial Group

Top Financial Advisor South Jordan, UT, Jeff Segelke

Headquarters 10808 S Riverfront Pkwy, Suite 351  | South Jordan, UT 84095

Phone: (801) 987-3973 | Toll Free: (877) 236-5901 | Email: info@sfgclient.com 

 

Orem Office 1145 South 800 East, Suite 110 | Orem UT 

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©2020 by JRS Wealth Management.  JRS Wealth Management LLC ("JRS Wealth") is a Registered Investment Advisor ("RIA"), located in Utah. JRS Wealth provides investment advisory and related services for clients nationally. JRS Wealth will maintain all applicable registration and licenses as required by the various states in which JRS Wealth conducts business, as applicable. JRS Wealth renders individualized responses to persons in a particular state only after complying with all regulatory requirements, or pursuant to an applicable state exemption or exclusion.

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