Tax Services

At Brighton Securities, "your goals are our goals"- with this in mind, we are constantly looking for ways to minimize your tax liabilities so your goals can be reached successfully. As new tax laws are introduced, keeping up with these changes becomes a daunting task.  We develop ways to reduce your tax obligations by reviewing your personal situation and applying our understanding of these laws to protect your assets.  Our on staff CPA works in coordination with our financial planners and advisers to establish a plan that is right for you.

These are the services that we offer:

Income Tax Preparation

Every year we prepare tax returns for our clients who are in different stages of their lives. Whether you are a small business owner, a family with college students or entering your retirement years, our goal is to recognize what tax benefits apply through an understanding of your personal situation. Our professional staff combines technical knowledge with a practical approach to ensure that we have taken advantage of all current tax benefits. Our number one goal is that whatever stage of life you are in, preservation of your wealth is our utmost concern.   

Tax planning

Brighton Securities professionals are always looking to provide their clients with investments that allow for the highest return with the lowest resulting tax consequences.  The goal of income tax planning is to minimize your tax liability. Whether or not a taxable investment is a better choice for you will depend in large part on how much of your returns are likely to go directly to federal, state, or local taxes. Your advisor will review your portfolio to determine if your investments are right for you.       

Estate and Trust Planning

Your estate and trust goals are constantly changing throughout your life. Your age, lifestyle, and wealth are just a few of the factors that play into each particular situation. Your objective may be to make sure that your family is taken care of, or your goal may be to make sure that you have reduced your estate taxes. A successful estate plan starts with a winning team.  With our experts in the fields of taxes, investing, and financial planning, we are committed to keeping your goals met.       

Year End Tax Planning

Year end tax planning strategies are often used when the year is winding down and you still have time to make some changes that will result in reduced tax obligations.  Your advisor will work with our accountant to understand what final changes can be made to your portfolio to take advantage of the tax laws as they apply to your financial investments.

What's New in Tax Services:

Get more information on 2008 tax changes.