Comprehensive Tax Planning
One of the most overlooked aspects of a wealth management plan is the lack of proper attention to tax planning. Proper tax planning is essential to achieving your financial goals.
ONYX aims to communicate with you, your employer, and our accounting specialists, to ensure you receive year-round tax planning. We begin each year with an action plan, to maximize your tax deductions; thereby, maximizing your after-tax income and tax refunds.
Through continual communication between all parties, we monitor your income, expenses, deductible expenses, charitable contributions, and all other aspects of your life that may impact your tax planning.