facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause

Tax Planning

Maximize your income & assets with professional tax planning and tax preparation services.

How Do We Do it?

Your financial investments, retirement plans, asset and debt management, and estate plan all come into play during the tax-planning process. At Chatterton & Associates, we believe that financial objectives and tax-planning needs can be different and our collaborative alliance of Planning You Can Trust® takes a holistic approach that is designed to help you not only minimize your tax liability, but also succeed in achieving your broader financial goals and objectives.

Start Now!

Planning You Can Trust®: Our Tax Planning Partner

Having your tax advisors working directly with your financial advisors, allows them to counsel each other on the best ways to minimize taxes, all while growing your wealth and planning your estate properly. Our corporate partner, Grandfield Tax & Business Services, Inc., works alongside us to strategize what taxpayers have available to them to maximize their tax efficiencies, while also meeting all of their IRS obligations.

Wistia video thumbnail

Tax Projection at Chatterton & Associates

Most tax filers begin each new year preparing their previous year‘s tax documents and getting their tax returns filed with the IRS by the required or extended filing deadline. Oftentimes, all of the work is being done retroactively or reactively without the proactive planning that should be done to uncover opportunities and associated future risks.

Why do we do a tax projection? When we do tax projections at Chatterton & Associates, under the alliance of Planning You Can Trust, we have the chance to discover problems or opportunities proactively, not retroactively.

Get Started with Chatterton & Associates

Check the background of this firm/advisor on FINRA’s BrokerCheck.