Tax/Income Planner™

Because of the amount of taxes you will owe over your lifetime, National IRA expert Ed Slott calls IRA’s and 401(k) “the Retirement Tax Time bomb”! Yet the majority of professionals at banks, investment and insurance firms ask you to consult your Tax Advisor before taking their professional advice. Taxes could be one of your highest expenses in retirement! We feel taxes should be properly integrated into a total Holistic Plan – educating you about your options now and for the future. At Chamberlin Group, not only do we prepare over 2,000 tax returns per year – we proactively meet with you to locate areas to optimize your taxes. The difference is: we not only have tax preparers to complete your 1040 in the Spring, our tax advisors can help with tax reduction strategies year-round.