Swords Wealth Management, LLC

CONNECT

Address:

17074 Interstate Hwy. 20 West
Lindale, Texas 75771

1026 Pruitt Place
Tyler, Texas 75703

Phone:

(903) 526-6669, (903) 881-0444

Fax/Other:

(903) 705-7715

Income Tax Data Maintenance and Consultation

 

 

 

 

 

 

 

 

Tax Planning: Minimize and manage your income tax liability

Tax planning is an essential part of personal financial planning for most of our clients.  Our goal is to assure not one dollar of income taxes is paid that does not have to be.  Through helping our Private Wealth Stewardship clients maintain accurate income tax data records, we have the information a professional tax planner needs to give the wisest counsel to us and our client.

And, of course, between our professional certified advisors, we know the essence of most advanced tax planning techniques and strategies that professional tax advisors may employ.

Our services include:

  • Maintain electronic database of income tax return data
  • Coordination of advanced income tax planning with third-party professional advisors
  • Introduction of common income tax reduction &/or income tax deferral strategies
  • Supply data to designated third-party income tax return preparers
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck