Tax Planning & Tax Return Analysis

Tax planning is about more than minimizing taxes in a single year. It’s about making informed, proactive decisions that align your income, investments, and long-term goals in a coordinated and strategic way.

At Ford Wealth Management, our role as advisors is to help your wealth grow faster than taxes, and inflation can erode it. As part of that process, we analyze your tax returns using advanced tools that translate complex tax data into clear insights, allowing us to identify planning opportunities, evaluate “what-if” scenarios, and make more informed decisions well before year-end.

We work alongside your CPA and other tax professionals to ensure your strategy remains intentional, efficient, and forward-looking, helping you keep more of what you earn and position your wealth for long-term success.

Planning with purpose and precision

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  • Tax-Aware Strategies

    We help evaluate investment and planning decisions through a tax-aware lens. This includes considering how income, investments, and timing decisions may impact after-tax outcomes over time.

  • IRA Conversions

    Our IRA conversion strategies are designed to help you make informed decisions about converting traditional IRAs to Roth IRAs. This analysis helps evaluate potential tax impact and alignment with your long-term financial goals.

  • Charitable Giving Strategies

    We help design charitable giving strategies that align with your financial goals and values. Our approach considers tax implications while supporting meaningful and intentional philanthropy.