Integrating tax compliance and consulting into wealth management and financial planning services

At Cannon Financial Strategists, we understand that developing a well-conceived tax strategy must begin with an in-depth understanding of all facets of those we serve. Only then can an intelligent, actionable plan be developed, integrating wealth management and financial planning goals.

We work with individuals, businesses, and trusts to break down complicated tax matters and help you understand the options, advantages, and opportunities available.

Tax services include, but are not limited to:

  • Federal, state, and local tax preparation for individuals, partnerships, trusts, and estates
  • Estate and gift tax planning
  • Tax minimization strategies
  • Tax strategies related to investments and capital gains
  • Year-end tax planning
  • Ongoing tax consulting
  • Trust accounting and compliance
  • Charitable giving planning
  • Multi-year tax projections
  • Tax credits and incentives
  • IRS appeals and examinations
  • Tax research

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