Taxes

Affluent people take advantage of the many financial opportunities available to them. The rewards from such challenges are often eroded by taxes. We help navigate the tax quagmire and employ strategies to minimize its effects. Often, these financial opportunities involve multiple businesses and residences and a wide variety of taxable assets. Consequently, the tax returns are often complicated, involving multiple states and federal reporting schedules. It makes sense to have the people who are both intimately knowledgeable about your financial situation and expert on taxes prepare your return. Rutherford Asset Planning can prepare your tax returns, if you so choose. Or we can work with your accountants and provide them your tax information.