Parsec Financial integrates its tax services with your investment strategy and financial plan to provide solutions that can help minimize the taxes you owe. Our tax services include both tax strategy and tax compliance. We serve clients with multi-faceted taxation issues that arise both in personal and business matters.
The best outcomes for our clients result from strategic, proactive and timely tax planning.
Parsec’s tax planning services center around making our client “tax aware.” Determining how you invest, how you give, what you sell and when you sell it are all important decisions that could have tax consequences and thus should be carefully reviewed with a CPA. Moreover, longer-term decisions like retirement and estate planning also have critical tax components that should be analyzed initially and then re-analyzed if/when changes occur.
We believe that tax planning is a vital component of financial planning and accordingly serves as an essential spoke in the wheel of Parsec’s investment management offering for our clients.
We can assist clients with representation before federal and state tax authorities and aid in the more routine chores regarding withholding and estimated tax payments.
We believe it is important to be highly responsive to our clients and encourage clients to communicate freely with us during the tax year. Tax compliance sets the stage for dialogue throughout the year and we welcome those conversations. An important measure of our success is our client’s sense of our attention to their needs when advice and counsel is needed.
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Get in touch with a Parsec Financial representative at an office near you.