Tax Planning

At Stolz & Associates, we understand that financial wealth is not about how much you make, but how much you get to keep.  Good tax planning allows you to keep more of the dollars that you have worked hard for.

As you reach your higher-earning years, tax planning becomes increasingly more important.  It’s not about “beating the system”.  Rather, it is about using the rules of this complex system as efficiently as possible over multiple years.  In a world of complicated rules that are constantly changing, it is important to have someone looking out for you and your interests.  That’s what we’re here for.