Income Tax Reviews

- an important organizational step

We have found that both for-profit and not-for-profit organizations overlook important items when filing necessary tax forms.  At Haisman Wealth Management, Inc., we evaluate what role your tax filings play in your asset management and business financial planning.  We frequently are able to advise management strategies that may have the objective of better achieving your organization’s, financial planning, retirement planning and mission.

We are able to describe how to find and evaluate tax preparers and we explain the different types of tax professionals.