OUR SERVICES
TAX planning
and preparation
OUR SERVICES
TAX planning
and preparation
Taxes don’t need to be taxing
Tax filing
Tax planning
Looking comprehensively at your financial picture, we will advise you on the various vehicles and strategies you can deploy to help you take advantage of every tax break opportunity to ensure you keep more of your money.*
Liquidity event planning
Gifting
*Tax planning, preparation and filing in addition any tax advice are provided by RWA Tax Solutions, LLC, a separate and wholly owned subsidiary of RWA Wealth Partners, LLC.
“Tax preparation and filing is generally included within the advisory fee for clients with $1m+ in invested assets at RWA. Clients with additional complexity will pay a competitive hourly rate for services that are in excess of our generous credits.”
*This material is presented by RWA Tax Solutions, LLC, a wholly owned subsidiary of RWA Wealth Partners, LLC. Tax return preparation and filing services are available through a separate written engagement letter with RWA Tax Solutions, LLC.
*Tax advice and tax planning, preparation and filing are provided by RWA Tax Solutions, LLC, a separate and wholly owned subsidiary of RWA Wealth Partners, LLC. Tax preparation and filing is generally included within the advisory fee for clients with $1M+ in invested assets at RWA. Clients with additional complexity will pay a competitive hourly rate for services that are in excess of our generous credits.
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WHO WE SERVE
Attorneys
RWA Wealth Partners traces its roots to a law firm. This gives us a deep understanding of the unique challenges you face, and it means we have the experience required to manage the financial complexities that come with running (or being part of) a successful law firm.
Doctors
You’ve spent years building the skills and knowledge needed to help your patients stay healthy. We are here to help you ensure that your finances stay healthy too. From guidance on building and managing your practice to helping you make the most of your wealth, we’ll help take care of your financial life, so you can focus on caring for your patients.
Small Business Owners
Running a successful small business takes time, energy and care. We have the experience and expertise to tailor solutions to support you throughout the life cycle of your business. This includes planning for growth, managing employee benefits, and preparing for business succession and even life beyond business.Ready to experience the human side of wealth™?
Let’s begin.
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