Advanced Tax Planning

We strive to implement a sound, well-thought-out financial strategy to minimize year-to-year tax liabilities and provide the opportunity to maintain your current standard of living throughout retirement.

Working in concert with your personal tax professional or our partnership with local CPA firms, we can provide tax reduction strategies. Proactive tax planning allows our clients the opportunity to minimize tax burdens and build a solid foundation of tax reduction strategies that can result in years of tax savings.

Click To Get Started!

Our Tax Planning Services Include:

Roth conversion analysis

Year-end tax filing services

1040 tax optimization reports

Personalized tax reduction reports

Minimize Income taxes

Minimize Gains Tax

Net Unrealized Appreciation

Reduce tax responsibilities during retirement

Advanced Tax Planning for business owners, doctors, professionals and high net worth Individuals


Perhaps the most impactful piece of retirement planning is determining your current and future tax liability and developing strategies to minimize the amount of taxes you pay in retirement. Tax planning can have a large impact on the amount of wealth you will be able to transfer to your legacy. We will help tailor your retirement plan to utilize both tax advantaged and taxable products to help certify you and your heirs are maximizing wealth for generations to come.

Fill out the information below to start your Tax Planning Consultation and receive your complimentary copy of "Stop Funding Uncle Sam's Retirement"!


Click Here to visit our website!



All written content on this site is for information purposes only. Opinions expressed herein are solely those of Maggi Tax Advisory & Financial Group and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Advisory services are offered by Maggi Tax Advisory & Financial Group a Registered Investment Advisor in the State of Florida. The presence of this web site shall in no way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to any residents of any State other than the State of Florida or where otherwise legally permitted.

Content should not be viewed as an offer to buy or sell any of the securities mentioned or as legal or tax advice. You should always consult an attorney or tax professional regarding your specific legal or tax situation. Maggi Tax Advisory & Financial Group is not engaged in the practice of law.

Maggi Tax Advisory & Financial Group is not affiliated with or endorsed by any government agency.

The content on this website is for informational purposes only and should not be used to make any financial decisions. Exclusive rights to this material belongs to GPS. Unauthorized use of the material is prohibited.