At Financial Dynamics, we provide comprehensive tax planning services designed to minimize your tax burden and maximize your financial outcomes. While we do not offer tax preparation services, our team works closely with your CPA or tax accountant to ensure a seamless approach to your financial needs. This includes facilitating a formal review of tax returns, coordinating the accurate delivery of 1099s, and integrating tailored tax optimization strategies into your overall financial plan. These strategies may include tax-loss harvesting to offset gains, strategic IRA and Roth conversions for improved tax efficiency, and adherence to distribution rules to avoid penalties and excess taxes. With our collaborative approach, we aim to help you retain more of your hard-earned income and confidently achieve your long-term financial goals.