Grand Rapids Office

625 Kenmoor Avenue SE Suite 209
Grand Rapids, MI 49546

Muskegon Office

380 W Western Ave Suite 250
Muskegon, MI 49440

Tax

Understanding tax strategies and managing your tax bill should be part of any sound financial approach. Some taxes can be deferred, and others can be managed through tax-efficient investing. With careful and consistent preparation, you may be able to manage the impact of taxes on your financial efforts.

Have A Question About This Topic?

Thank you! Oops!
Comparing Investments

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

Red Flags for Tax Auditors

Red Flags for Tax Auditors

Here are six flags that may make your tax return prime for an IRS audit.

Twelve Year-End Tax Tips for 2019

Twelve Year-End Tax Tips for 2019

The best time to plan for taxes? Before the end of the year, when you can still take action to reduce your tax burden.

Six Most Overlooked Tax Deductions

Six overlooked tax deductions to help manage your tax bill.

Donating Art: Taxation Abstraction

The tax rules that govern donating art are complex and confusing. Take a closer look.

“Dirty Dozen” Tax Scams to Watch For

Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.

Twelve Year-End Tax Tips for 2019

The best time to plan for taxes? Before the end of the year, when you can still take action to reduce your tax burden.

What Is a 1035 Exchange?

1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.

What If You Get Audited?

The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.

View all articles

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.

View all calculators

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

View all presentations

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

View all videos