Tax Reduction Planning

  • Comprehensive review of your tax return to highlight opportunities for maximizing tax reduction strategies

  • Review of new tax law changes that affect you

  • Free consultation with your tax preparer

  • Recommendations of tax solutions including tax advantaged investments


Neither SagePoint Financial, nor its registered representatives offer tax or legal advice. As with all matters of a tax or legal nature, you should always consult with your tax or legal counsel for advice.