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Tax Planning and Minimization

At MasterPlan Retirement Consultants we deliver premier tax support that provides financial stability and propels future tax planning success. We understand that taxes can be an intimidating and arduous process, but they don’t have to be. You may not understand tax planning, ROTH IRA conversions, beneficiary review, stretch IRAs and Net Unrealized Appreciation (NUA), but that is why we are here!

Mark B. Fricks, along with our distinguished team of CPAs will implement a tax strategy for your business or personal taxes. Our Firm’s proactive approach provides a solid foundation for tax reduction and an understanding of how to minimize tax burdens.

We offer tax support including:

  • Roth Conversion Analysis
  • 2nd Opinion Individual and Business
  • Request 2nd Opinion Review Service
  • Tax Return Reviews
  • Year-End Tax Filing Services
  • 1040 Tax Optimization Reports
  • Personalized Tax Reduction Reports

Our Tax Diversification Stategy is an additional service that has really made a difference in the lives of retirees. In retirement, taxes are often your largest tax liability. We evaluate your options for tax-free distribution strategies as a countermeasure.

And finally, managing your tax liability for today and tomorrow is a vital part of your financial picture. You need to pay what you owe, but you should never have to pay MORE than you owe – and we can explore options that might help reduce your tax exposure in the future.

We take a holistic approach to your finances, including strategic tax planning because when it comes to taxes, it’s not just how much you make or have saved – it’s all about how much you keep!

Advisory services offered through MasterPlan Retirement Consultants, Inc. Insurance services offered through Fricks and Associates, Inc. Tax services offered through MasterPlan Tax Services, Inc. The aforementioned are affiliated companies.

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