Tax Services

How can we help you?

Did you know that 92% of Americans fail to take advantage of substantial tax deductions?

Even if you have a simple return, year around tax planning can reduce your tax bite:

• Tax planning allows you to take advantage of deductions you can't grab in December or when you file your return the next year,
• Life events such as job change, promotions, marriage, divorce, new children, and inheritances can alter your tax picture, and
• Tax laws change every year and can have a profound effect on tax planning.

At Wealth by Design, LLC we can help you develop and implement tax-planning strategies that can save you thousands of dollars over the years. Money saved by reducing your taxes can be directed toward your personal goals.

Wealth by Design, LLC co-founder, Kerstin Eriksson-Splawn is an Enrolled Agent as well as a Certified Financial Planner^®. As an Enrolled Agent she takes 30 hours of continuing education every year to stay up on the latest changes in tax law. She has over ten years of experience preparing individual and trust returns.

Our tax planning services are an integral piece of our overall planning commitment to you.

Please contact us to see if we can help you.

This website includes an extensive library of information on specific aspects of tax planning. Check out our Resource Center for useful information.