Tax Planning

Tax planning is often a forgotten part of retirement planning. This is an important step in the planning process, which is why United Independent Wholesale Insurance Agency LLC Advisors have tax planners.

Some of our Tax Services include the following, but not limited to:

• Tax Advisory
• Tax Planning
• Tax Minimization Planning

Complete Personal Income Tax Preparation: We constantly keep up to date with the current tax codes and utilize some of the most sophisticated tax preparation software in the industry.

Tax Preparation

Our firm offers professional preparation of all federal, state, and local tax returns at competitive affordable rates.