Tax Strategies

One essential part of planning for your retirement is determining your current and future tax liability and developing a tax strategy to help minimize the amount of taxes you pay during retirement. Tax planning is an integral part in planning your legacy and can directly impact the amount of wealth you will be able to hand over to your heirs and beneficiaries. We will help you ensure that your customized retirement plan is able to take advantage of any possible tax credits and deductions to help secure and maintain what you’ve worked hard to save.

SHM Financial Group has a strategic alliance with Stovall & Associates, Ltd. through which we utilize a team of certified public accountants to supply tax planning, preparation, and filing services to best serve our clients. Based upon their unique set of retirement goals, in addition to their income and expenses, our clients are afforded the benefit of minimizing their tax burdens while building a foundation for a sustained tax reduction strategy throughout your retirement.

Stovall & Associates, Ltd. monitors tax law changes specific to your retirement planning, providing sound and dependable tax strategy recommendations, in addition to serving as your advocate in tax matters. Based on this strategic alliance, we will carefully craft a sound, dependable recommendation to minimize tax liabilities from year to year. Our clients’ tax returns are prepared to take full advantage of all possible deductions, credits and exclusions in order to help minimize your tax burden.

Tax Planning Services:

  • CPA-prepared Roth conversion analysis
  • CPA-prepared second opinion prior year individual and business tax return reviews
  • CPA-prepared year-end tax filing services
  • 1040 tax optimization reports
  • Personalized tax reduction reports

  • SHM Financial GroupĀ  does not offer tax planning services, but has a strategic alliance with Stovall & Associates, Ltd., to provide account and tax services.