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Tax Preparation in Slidell, LA

When it comes to retirement, your taxes are crucial. It’s vital to take a thorough look at what percentage of your retirement savings must be taxed, the day you plan to retire and into your retirement years. This understanding can give you the chance for a more enjoyable and financially stable retirement. With Gregory Ricks & Associates, you don’t need a different resource for specialized counsel on your taxes, we offer comprehensive services.

At Gregory Ricks & Associates we don’t just offer retirement planning and wealth management services, we also offer tax planning services to our Slidell customers. Tax services are provided by a third party CPA firm and Total Wealth Authority team member.

Tax and Retirement Consultations

As you’re planning retirement, every dollar is important. Throughout our tax planning assessment, we can take a look at the big picture to figure out ways to help you save on your taxes. These methods focus on decreasing the repercussions taxes have today and selecting retirement methods that offer the most beneficial tax advantages. Based on your circumstances, this could include:

  • Strategic money withdrawals
  • Analyzing income taxes to help you keep more of your earnings
  • Evading unnecessary expenses in retirement products
  • Reducing estate taxes
  • Increasing assets as effectively as possible

With comprehensive education of both retirement and taxes, we can help our clients create a well-rounded plan for their future.

Tax Planning

Every year when you file your taxes it is an excellent opportunity to proactively organize a better retirement for you and your family. Some individuals miss out on valuable deductions and credits because of the difficult nature of tax language and methods. Our team will ensure that you don’t ignore anything that might be valuable. Whether you want us to file your return or simply provide our tax knowledge, we’ll do our best to make sure that your taxes and retirement plan work together in harmony.

Call us Now

For professional counsel on taxes and retirement, contact us at (504) 832-9200. Our office in Metairie is a local resource for future retirees in Slidell and other neighborhoods in Eastern Louisiana.