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From Avere Tax Planning

Avere Tax Planning provides proactive, dynamic, and actionable tax planning advice. We do this by preparing income tax projections to identify your tax liability for the year. We will ensure you are maximizing employer benefit plans such as your 401(k), health savings account, and deferred compensation plans to reduce your taxable income. We can help develop a strategy to exercise stock options and when to sell restricted or performance stock. Avere Tax Planning can review your itemized deductions and develop strategies to help you maximize opportunities to reduce taxable income. Developing charitable giving strategies using donor advised funds to meet your philanthropic goals is an area of expertise.

Hours

Monday: 9AM - 6PM
Tuesday: 9AM - 6PM
Wednesday: 9AM - 6PM
Thursday: 9AM - 6PM
Friday: 9AM - 6PM
Saturday: ClosedSunday: Closed

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