Tax Planning

Tax planning is critical to proper tax preparation.

The burden of tax liabilities can be minimized and anticipated when proper planning and preparation is in place. Chippewa Valley Financial Services is uniquely qualified to take a holistic approach to tax planning as we coordinate all facets of financial planning: investments, retirement planning, college planning and overall family financial planning.

We have strategic partnerships with investment securities broker/dealers, attorneys, banks and insurance experts so we can partner with clients on a broad range of financial issues affecting their personal or business tax situations.