Tax Management

Do you have the right strategies in place to help you keep more of what you earn? Are you taking advantage of the most tax-efficient vehicles? Are you taking the necessary steps to prevent possible penalties and financial loss? These are just a few of the questions our experts answer every day as we work to help our clients build the most tax-efficient portfolios.

When you choose SFW Partners, our experts will guide you through a full range of tax management, planning, and preparation solutions with strategies designed to minimize your tax liabilities, maximize your cash flow, and keep you on track to your financial goals. Bring us your receipts, bills, and notices. Our expertise, experience, analysis, and thorough research allow us to optimize financial opportunities found not only in existing but also in recently altered tax laws.

It’s how we can help that sets us apart!

Put SFW Partners’ Tax Management expertise to work for you:

Learn More About How SFW Partners’ Tax Management Strategies Help You!

Estate and Trust Planning and Tax Preparation

Are you worried about leaving the burden of your estate, business, or taxes to your loved ones? Having your taxes and estate carefully planned will ensure that your loved ones won’t have complications to deal with during their time of loss and will also safeguard against your estate being consumed by taxes when assets transfer.

When you choose SFW Partners, you are choosing experts who are qualified in effective estate and trust planning that can help ensure financial security for your loved ones. For businesses, our services can help you maintain a smooth succession of ownership. We can help you navigate the complex and shifting tax laws to facilitate the transfer of assets and minimize the tax liability for your beneficiaries.

Financial and Retirement Planning

Unfortunately, the road to retirement is a long one. Even though earlier is better, it’s never too late to start planning for your retirement and getting your finances in order.

When you choose SFW Partners, our experts will sit with you, listen to your long-term goals, and present strategies for maintaining financial independence for a comfortable retirement. We can guide you through tough decision-making processes such as asset allocation, investment performance monitoring, college education funding, retirement plans, insurance and tax, estate, and business succession planning. Whether you are developing an investment strategy or evaluating current investments, we can ensure that your portfolio takes into account tax implications for a beneficial after-tax return.

International Taxation

Do you earn money from a foreign company? Are you prepared to report all revenue earned from international sources?

When you choose SFW Partners, you are choosing experts who have extensive knowledge in international taxation. No matter if you are a U.S. company or resident doing business abroad or if you are a foreign corporation doing business in the U.S. or a foreign citizen working in the U.S., we can help you minimize your tax liability and prepare your tax filings.