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Year-End Tax Reduction and Strategy

Exclusive Offer for 2022 Tax Projections Season

With inflation at a 40-year high and the likelihood of a tax increase in the future, it’s normal to worry about how your taxes and finances will be affected. At Chatterton & Associates, we understand the importance of discussing and reviewing any and all questions from current and potential clients in order to help them make informed financial and tax-related decisions that will help them and their loved ones’ financial futures.

Concerns

  • Our national debt has hit record highs and inflation has made almost everything more expensive. At some point we believe taxes will have to go up to cover this increased debt.
  • Many tax preparers do not advise their clients on how to plan their taxes to optimize when or how they are taxed. 
  • Tax preparation that takes place after there is no ability to make changes fails to produce better financial futures.

We feel the tax industry needs to change and that tax preparers should provide proactive tax reduction advice. 

Chatterton's Solution

Chatterton and Associates is pleased to offer tax projection and strategy meetings for clients who wish to be proactive about their financial and tax wellbeing. These appointments will allow us to review strategies from wealth management and tax perspectives, helping you to save money both now and in the future.


For $250 Clients will receive:


One Tax appointment with your/an enrolled agent
  • Review of your 2021 tax return and tax reduction advice
  • One tax projection containing multiple tax scenarios
One Wealth Management appointment with a financial advisor
  • Review of your tax projection scenarios and their benefits and draw backs.
  • Investment tax reduction advice for 2022 and beyond.
  • Review of your investments and their risk to ensure you are properly allocated for volatile markets.
  • Review of your estate plan so you decide where your money and investments go and not a probate court (with referral to an estate attorney when appropriate).
  • Help determine an investment spending strategy to not run out of money before you pass away.


Chatterton advisors take our fiduciary responsibilities seriously by working in the best interest of the client. We will discuss any topic and advise on any question you may have, big or small (including answering those questions you didn’t even know to ask!), and help you figure out the best path forward.

We encourage you to make your initial tax appointment before August 1, 2022, as spots are limited. * 

*Satisfaction Guarantee – If you feel dissatisfied with our service for any reason whatsoever, we will refund your full fee with no questions asked.

Sign up to receive your Exclusive Tax Offering Certificate


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