Integrating taxes with investments enables us to look at each client’s overall financial picture. This approach provides our wealth managers with the tax information they need to adequately recommend investment goals and solutions. Therefore, tax returns are always prepared with each client’s investment portfolio in mind; just as each investment portfolio is designed with a client’s tax status in mind. Various strategies are used to help reduce tax liability and take advantage of tax-deferred and potential tax-deductible investment opportunities.


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If you would like to have your taxes prepared by CFG Tax Services, please contact us at 610.821.7066.





Investors should be aware that investing based upon strategies or models does not assure a profit or guarantee against loss.