Individual Tax Planning

Are you pro-actively planning for your financial success?

Tax laws change. Life situations change.  When was your last financial or tax planning session? To realize your goals – both short term and long term – year-round communication with your advisor is vital.  Not only will you keep abreast of what is new, you are in a better position to respond quickly to changes.

If you are trying to:

  • Minimize tax liability
  • Apply new and/or changes to tax laws to your situation
  • Accelerate or postpone income
  • Manage cash flow
  • Plan for your financial future

 

Then plan now by consulting a competent financial and tax advisor.  A solid financial plan is the bedrock for achieving peace of mind and financial success in the ever-changing economic landscape.

 

How can Holland & Company help?

The trusted authorities of Holland and Company have over 25 years of experience advising clients on money management and planning.  We can help you with:

  •  Tax planning
  •   Financial planning
  •   College planning
  •   Estate and Trust planning
  •   Retirement planning
  •   Social Security Benefits and IRA Required   Minimum Distribution (RMD) planning
  •   Long-term Care planning
  •   Life and Disability Insurance planning

 

Count on our years of experience, expertise, and our affiliation with financial planning professionals to find solutions for your biggest financial dilemmas.  Our relationship with Optimal Wealth & Investments ensures that a qualified financial advisor can easily answer your questions.

Holland & Company plays an active role in national, state and local business and financial groups:

  • CPA Connect
  •  American Institute of CPAs (AICPA)
  •  Illinois CPA Society (ICPAS)
  •  Community Business Alliance (CBA)

 

These relationships mean you’ll receive the price and service of a smaller firm with the value, resources and knowledge of a larger one.   As you strategize to take your success to the next level, tap into our knowledge and resources.   Give us a call!





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