TAX REVIEW
- Comprehensive Tax Review -
As part of the 2024 strategic expansion of the Stevanovic Metz Group, we are proud to offer enhanced financial planning services to our clients.
A key component to Holistic Wealth Management is considering the tax consequences of the financial decisions we advise you on.
To help us serve you best, we are now offering a complimentary review of your most recent tax return.
Our tax review process is simple and designed to proactively uncover opportunities to maximize your charitable giving efforts, draw down retirement funds strategically, and minimize your annual tax burden.
This summary is meant to better educate our team of professionals on your overall situation, mitigate your future tax burden, and identify retirement, estate, and other planning opportunities.
Once our analysis is complete, you will receive a detailed and easy-to-read report that we will review with you.
- Our Tax Review Process -
1
Upload Your Tax Documents
To get the process started, submit a PDF copy of your most recent tax return and all supporting schedules through Baird Online.
2
Comprehensive Analysis & Report
The Stevanovic Metz Group will analyze your tax return and generate a detailed report. Read an example Tax Report at the link below.
3
Schedule Meeting & Review Tax Report
Once our tax analysis is complete and the report is uploaded to your Baird Online Account, our team will contact you to schedule a meeting to review.
While Baird does not offer tax or legal advice, our Financial Advisors regularly work with clients' attorneys and tax professionals to help ensure that all phases of wealth management are addressed