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One-on-One Tax and Estate Planning

SMRS Tax & Estate Planning provides the convenience of personal tax preparation and estate planning services provided by a trusted name in the community.

Proactive Tax Planning Gives You Choices

We understand one of your top priorities is paying less in taxes. This is best achieved through comprehensive tax planning.

Our tax planning service provides you with a dedicated partner to work with you year-round, proactively recommending tax-efficient strategies to help maximize your after-tax income. We provide personal, one-on-one service and guidance to develop your individualized plan. Our expanded services include a comprehensive tax analysis designed to help minimize taxpayers’ liability when filing their next tax return.

We are diligent about understanding the current tax law, complex tax code and new tax regulations for both individuals and businesses. We remain up to date on tax laws and are committed to examining all the tax-saving opportunities available to you — while remaining in full compliance with IRS statutes.

We have a strong team including our highly experienced in-house Tax Attorney to help ensure clients benefit from the same high level of service they’ve come to expect from our financial firm.

At SMRS Financial Advisory, our overriding goal is to maximize your retirement income. We do this by helping you create a strategy designed to help ensure you do not outlive your money.

Our team is dedicated to providing you and your family with helpful information and guidance for your retirement. We feel like a family here, and hope you’ll feel the same when we meet.


Estate Planning Puts Control in Your Hands

No matter what your net worth may be, an estate plan is the only way to help avoid the probate process and save your loved ones time, taxes and stress.

If a person passes before setting up a trust, their state court system could dictate how and when their assets are distributed and who will be their beneficiaries.

Preparing a trust enables you to control these and other important matters, like:

  • Who makes your medical decisions should you become incapacitated?

  • Who cares for your minor children when you’re gone?

Contrary to popular belief, trusts aren’t only for the wealthy. A trust holds your assets for the benefit of you, your spouse, your children and others you choose.

At SMRS Tax and Financial LLC, you will be working closely with our in-house Estate Planning Attorney to give you complete control over your legacy while determining the best tax-efficient strategy for your needs and goals.

Need tax or estate planning guidance?

Our in-house Tax Attorney is always willing to answer questions or assist with complicated tax matters. Contact us today to get one step closer to financial clarity.

Get your retirement kit!

This retirement kit includes three guides that address topics you should consider when planning your retirement.
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