Tax Services

We have long found that accountants are primarily reactive, and few are proactive.  Most people see their accountant once a year (after the fact) and seldom interact with them during the year.  Almost every decision we make as financial advisors with our clients, whether financial planning or investment-related, has a tax consequence.   While we strive to involve our client’s accountants in these critical decisions, the client often relays information back and forth.  This can quickly become a game of telephone.

Subsequently, we launched an in-house tax practice, Almega Tax LLC.  For those clients who elect to utilize us for tax services, our goal is to improve the efficiency and level of communication and involve a true tax expert in any decision requiring a review of the client’s tax situation.

Led by Patrick Hoernig, our Director of Tax Services, Almega Tax LLC provides the following tax services to clients:

• Tax Planning & Compliance
• Tax Preparation
• Trust Accounting
• Business Tax Planning
• Estate Tax & Trust Tax Planning
• Audit Representation

To inquire about our tax services, please call 888-4-ALMEGA.