Tax Planning

Tax Planning Services

At Hausz & Associates, we focus on building close client relationships that add long-term value.  In order to accomplish this, we integrate our tax planning services with all areas of a client’s personal financial life.

These services include but are not limited to:

  • Financial Independence Projections
  • Investment Advisory Services
  • Gift and Estate Tax Planning
  • Insurance Due Diligence
  • Family Risk Management and Entity Selection

Financial Independence and Retirement Planning

Hausz & Associates’ goal is to help you reach your financial goals and maintain financial independence through a comfortable retirement. We can guide you through tough decision-making processes such as retirement plans and business succession planning. The road to retirement is a long one and we can help you to take the proper steps to reach your goals.

Gift, Estate, Trust Planning and Tax Preparation

Effective estate and trust planning can ensure financial security for loved ones. For businesses, it can maintain a smooth succession of ownership. Hausz & Associates’ role is to help you navigate the complex and shifting tax laws to facilitate the transfer of assets and minimize the tax liability of your beneficiaries. Everyone should have a well thought out plan as to how to disburse one’s estate so as to avoid complications and to be sure wishes are followed. Having your taxes and estate thoroughly and carefully planned will ensure that your loved ones don’t have any complications to deal with during a time of loss.