Imagine working with a wealth management firm that isn’t constantly going back and forth with your accountant for tax questions, documents, etc. At Rockbridge, we are committed to providing the best client experience, which is why we recently started offering tax preparation to clients. It seems obvious that a wealth management firm should offer tax preparation, right? After all, we know the most about our clients and have the majority of the tax documents needed.
There’s scarcely a move you can make without considering how taxes might influence the outcome. No wonder people get nervous when there’s talk about higher taxes, but little certainty on what may come of it, and who it might affect. Preparing client’s tax returns helps us understand their situation better, and in turn, allows us to provide better tax planning advice.