If you were the head coach of an NFL team, could you win the championship with just Peyton Manning? He was a great player, arguably one of the greatest of all time, but he could never take on the Patriots without the help of star teammates like Marvin Harrison or Reggie Wayne. If we apply this thought process to your life and financial goals, as a full-service wealth management firm we believe you have the most to gain by blending investment advice, financial planning and real-life goal setting.
At Southern Capital, we strive to provide exceptional advice and premium services to help achieve your most important life goals. We are excited to now offer the following tax preparation services:
- Personal (1040) tax returns
- Business (1065, 1120, 1120S, 990) tax returns
- State tax returns
- Tennessee business tax filings
- Tennessee Tangible Personal Property Tax
- Estate and Gift (706 & 709) tax returns
With tax laws continually being updated and changed, the impact on your financial plans could be substantial. Since taxes are a large expense over your lifetime, we see tax planning as a vital part of your overall financial plan. We believe you have the most to gain by having a unified financial plan which includes investment advice, financial planning and goal setting.
To understand your income sources, tax bracket, and deductions, we begin with a comprehensive review of your recent returns. We check your investment income to see if we can reduce your taxes by adjusting your investment strategies. Your advisor will work with our in-house CPA to review strategy and tactics dependent upon your circumstances and the complexity of your financial situation. As a Southern Capital client, you can expect proactive tax planning advice throughout the year and the timely filing of applicable tax returns by our CPA, including your personal, business, trust, and estate returns.
Contact us to set up a meeting to discuss your needs and analyze your tax situation for 2019. By meeting before the year is over, we can still take steps to minimize your tax burden.