Investing in todays' markets can be very unnerving to say the least.  We advocate the "Modern Portfolio Theory,". With great care, we put together principals and strategies that produce a portfolio that reflects risk tolerances, time horizons and goals. Investment and financial planning services are offered by Grover Stults through his affiliation with Avantax.

Tax Planning & Preparation

We believe there is no standard tax situation; each has its own unique characteristics. We scrutinize income and expenditure habits to uncover ways to structure the return to achieve the lowest tax liability. We are able to utilize some of the more obscure sections of the Internal Revenue Code (as well as the laws of the individual states) to plan the timing and presentation of the various items of the client’s return. 

Our goal is to experience the lowest tax liability or greatest return for our clients. In addition to income taxes, we can also help our clients build substantial portfolios. Our clients are made aware of the importance of the titling of assets, be it in his name, or her name, or one of several forms of trusts to insulate their holdings from the nasty bite of estate taxation. 

Whether you have an intricate tax challenge or want a simple return reviewed and filed, we have the expertise to provide you with organized, effective, and in-expensive services to suit your exact requirements.

Some of our service offerings include:

  • Tax Return Filing
  • Tax Reduction Strategies