Protect Your Wealth Through Comprehensive Tax Planning Services
Optimize your long-term financial health with tailored strategies for your taxes. Our experienced tax advisors will help you navigate the complexities of tax season.
Because every financial situation is unique, we’ll collaborate with you to craft a long-term strategy that optimizes your tax position.
Year-Round Guidance
Looking to stay ahead of tax season? Our team offers continuous support to optimize your strategy over time.
Collaboration With Your CPA
Our in-house tax advisor will work closely with your financial advisor(s) to ensure seamless coordination and comprehensive tax planning.
Integrated Wealth Management
Tax planning services are just one piece of the puzzle. We’ll align your tax and wealth strategies for a holistic approach.
Tax Document Education
Tax documents can be complex and overwhelming. Our team will walk you through your forms to better understand how they affect your tax situation.
Tax Planning Elements
Experience the BIP Wealth Difference
Our strategic tax planning services are set up to help you navigate tax season year-round. Our advisors consider a range of factors—from your income to opportunities for charitable giving.
Optimize your income distribution, balance contributions between retirement accounts, and manage capital gains and losses to align with your ultimate tax goals.
Our advisors will strategically locate assets in taxable and tax-advantaged accounts, developing additional dividend and interest income strategies.
Looking to minimize your estate tax liability? We’ll identify opportunities for annual gifts or trusts to protect your wealth and ensure funds are transferred efficiently.
Donor-advised funds for philanthropy can be a great way to minimize your tax burden. Leverage qualified charitable distributions (QCDs) to balance income with giving.
Find Tax Planning Services Near You
Our tax advisors help clients across the country. Contact us today or visit one of our offices to learn more.
Atlanta
3575 Piedmont Rd Building 15, Suite 730 Atlanta, GA 30305
Alpharetta
2500 Northwinds Pkwy Building III, Suite 100 Alpharetta, GA 30009
Columbus
2101 Brookstone Centre Pkwy Suite 200 Columbus, GA 31904
Nashville
1222 Demonbreun St Suite 1425 Nashville, TN 37203
Frequently Asked Questions
Do I need a tax advisor or financial planner?
While tax advisors can help you plan for tax season, a financial planner considers all aspects of your wealth goals. At BIP Wealth, we focus on holistic wealth management to protect your wealth during tax season and beyond.
How do I choose the right tax planning service?
When choosing the right personal or business tax planning services, it’s important to find a financial partner that considers every aspect of your unique financial goals.
What are the types of tax planning services?
Tax planning services involve several elements, including strategies for income, charitable gifts, and your overall estate.
Connect With Our Tax Advisors
Ready to get started? Our team is here to help you with your tax planning needs.
