Tax preparation

Tax Preparation

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.

Our Tax Preparation Team

Rockbridge is happy to help our clients navigate the intricacies of the U.S. Tax Code by offering the full spectrum of tax services. We recommend strategies to help clients reduce or eliminate tax liabilities, identify missing tax credits and deductions, analyze different tax scenarios, and implement a plan to minimize taxes in future years.

Rockbridge has teamed with local CPAs Philip Pellizzari, Jeremy Pellizzari, and Michael Geremia of Pellizzari & Pellizzari CPAs to provide additional tax consulting and preparation services in conjunction with our in-house Tax Team.

Pellizzari & Pellizzari CPAs was founded by the father-son duo of Philip and Jeremy with the intention of continuing the legacy of excellence in accounting established by Philip during his 50-year career. This small CPA practice shares Rockbridge Investment’s deep commitment to fostering enduring client connections and prioritizing clients’ needs as the cornerstone of its service philosophy.

Ready to Get Started?

If you’re ready to start planning for a brighter financial future, Rockbridge is ready with the advice you need to achieve your goals.

Schedule a Call

Copyright © 2023 Rockbridge Investment Management - Syracuse, Binghamton, Watertown & Utica. All Rights Reserved. Privacy Policy