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Tax Planning & Preparation

A team of financial advisors and tax specialists working to bring you the advantage of integrated financial services.

EWM Tax SolutionsEWM Tax Solutions was created by our parent company, EWM Capital, LLC, to offer people some of the advantages that come with integrated financial services. As a separate team of financial advisors with tax backgrounds and additional tax preparation specialists, EWM Tax Solutions serves clients from a vantage point that offers a greater opportunity to unify financial planning goals and current tax situation. By evaluating your tax situation, we are seeking to help you keep more assets in your investments, rather than paying taxes.

Why integrate financial and tax planning?

What success would a restaurant have if a chef and the food buyer didn’t discuss the menu and make a plan? Why do we think our financial advisor and our tax preparer can determine action steps for our financial future when they don’t truly work together to discuss our plan?

EWM Tax Solutions TeamWe agree. The financial advisors of Executive Wealth Management (EWM) understand that decisions made within an individual’s financial plan often have significant tax implications.It has been part of EWM’s financial planning process to include collaboration with our clients’ tax preparer. In practice, however, coordinating that collaboration places the burden on you, the client.

To reduce that burden for our clients, our parent company created a partner, EWM Tax Solutions. Now experienced tax advisors can provide tax planning and preparation services that can seamlessly bring the team advantage to every client.

Learn more about EWM Tax Solutions

Talk with your EWM Financial Advisor about working with an EWM Tax specialist, contact us today

The tax planning discussed is offered through EWM Tax Solutions. Private Client Services does not offer tax advice.
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