Income Tax Planning

Income Tax Planning

The Key Group's team based approach has been specifically designed to integrate professional tax planning with all your financial decision making. The Key Group will develop strategies to help you reduce your total tax burden as well as assist you in making tax-sensitive decisions.

Our dedicated team thoroughly understands the unique accounting and tax needs of wealthy clients and their associated organizations. We help clients prepare customized annual budgets along with periodic reports that include cash-flow analysis, budget updates and net-worth statements.

Through research and planning activities, our tax professionals develop creative strategies that can be incorporated into a client's plans. Services range from preparation of returns for individuals, trusts, foundations, partnerships and corporations to the development and implementation of gift, estate-planning and income tax programs.

CFGS does not render tax, legal or accounting advice. CFGS does not provide tax planning/preparation services. Please consult with your CPA or other appropriate advisors on all matters pertaining to legal, accounting or tax obligations and requirements.

Arizona Tax Credit Link

Check the background of this investment professional on FINRA's BrokerCheck.