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Tax Planning

Tax planning is often a forgotten part of retirement planning. This is an important step in the planning process, which is why Tactical Investment Advisors Advisors have in-house tax planners.

Some of our Tax Services include the following, but not limited to:

  • Tax Advisory
  • Tax Planning
  • Tax Minimization Planning

Complete Personal Income Tax Preparation: We constantly keep up to date with the current tax codes and utilize some of the most sophisticated tax preparation software in the industry.

Tax Preparation

Our firm offers professional preparation of all federal, state, and local tax returns at competitive affordable rates.

IRS and State / Local Representation

Our staff knows the tax laws, and we know how your tax return was prepared. We can provide complete representation services before the IRS as well as state and local authorities. We are also experienced in negotiating in Compromise with the IRS and various States.

Tax Planning

We continuously monitor federal, state, and local tax law changes to allow our clients to minimize current and future tax liabilities. If necessary, we can implement tailor-made due-date tax compliance monitoring systems to prevent costly interest and penalty assessments attributable to late filing. Of course, we offer full tax preparation and filing services.

Sales Tax Services

Our firm prepares all sales tax filings and offers full sales tax audit representation.

Estate, Gift and Trust Tax Return Preparation

We provide expert preparation of federal and state estate, gift and trust tax returns.

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Tactical Investment Advisors
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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by Financial Web Service to provide information on a topic that may be of interest. Financial Web Service Suite is not affiliated with the named representative, broker-dealer, state- or SEC-registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

Investment Advisory Services provided by Tactical Investment Advisors, LLC, a North Carolina Registered Investment Advisor.

Tactical Investment Advisors, LLC is also a Commodity Trading Advisor that recommends investment programs and money managers including other CTA’s and Commodity Pool Operators (CPO).  There are substantial risks and conflicts of interests associated with managed futures  and commodities accounts, and you should only invest risk capital.  The success of an investment is dependent upon the ability of a commodity trading advisor (CTA) to identify profitable investment opportunities and successfully trade.  The identification of attractive trading opportunities is difficult, requires skill, and involves a significant degree of uncertainty.  CTA’s have total trading authority, and the use of a single CTA could mean a lack of diversification and higher risk.  The high degree of leverage often obtainable in commodity trading can work against you as well as for you, and can lead to large losses as well as gains.  Past performance is not indicative of future results.