Tax Planning
Why Tax Planning Matters
At Champion Financial TEAM, we believe that tax planning is one of the most valuable—and often overlooked—parts of a comprehensive financial plan. Our goal is simple: help you keep your lifetime tax liability as low as possible.
Tax planning isn't just for the wealthy or retired—it's for everyone. Whether you're a high-income earner, a young professional just starting out, or someone preparing for retirement, there are valuable planning opportunities hidden in your tax return.
What Is Tax Planning?
Tax planning refers to our annual review of your tax return to identify opportunities that can benefit you both now and in the future. Your tax return is like a financial fingerprint: completely unique to you and full of insight.
By understanding your return, we're able to uncover strategies that can lead to more informed decisions—and better outcomes.
Why It's Important
Taxes impact nearly every aspect of your financial life. From investments and income to retirement and giving strategies, knowing how to manage your tax situation proactively can lead to substantial long-term savings.
That's why we incorporate tax planning as part of our comprehensive financial planning service.
What We Look For
As part of our review, we evaluate strategies around:
Tax-efficient retirement vehicles
Charitable giving strategies
Realizing capital gains
Roth IRA conversions
Tax credit eligibility
And more
We can also run projections to estimate how future decisions may impact your upcoming tax bill.
What We Need From You
To get started, all we need is a PDF copy of your most recent tax return.
We'll take care of the rest.
The fee for this service is $299
Note: Our tax planning services are not a substitute for personalized tax advice from a CPA. We recommend you consult with a qualified tax professional regarding your specific tax situation.
LPL Financial does not offer tax advice