Tax planning involves several important considerations. Relevant items include income, size and timing of purchases, and planning for upcoming expenditures. Also, the selection of investments and types of retirement plans must complement the tax filing status and deductions to create the best possible outcome.

Lou Scatigna, CFP has been preparing client income tax returns for over 36 years. Having your financial planner also be your tax accountant has many advantages. Firstly, you can have one advisor handle all of your financial needs. Also, your financial planning and tax planning will be coordinated for maximum financial success.