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Tax planning, preparation, and filing, without the once-a-year scramble.

Tax services at Cetera Planning Partners are a year-round process, supported by in-house tax advisors who routinely coordinate with your wealth team.

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Tax support is more than filing a return.

Our tax services are built around three parts: planning and projections, preparation and filing, and a clear process that keeps you updated along the way. The goal is a relationship where tax decisions stay connected to the rest of your financial life. Tax support often includes looking at areas like:

Long-term capital gains planning

Long-term capital gains planning

Tax-loss harvesting

Tax-loss harvesting

Roth conversion analysis

Roth conversion analysis

Qualified charitable distributions

Qualified charitable distributions

Charitable giving strategies

Charitable giving strategies

ACA subsidy planning

ACA subsidy planning

Tax planning and filing, in one place.

Tax planning and filing, in one place.

When most firms say they “do taxes,” they often mean planning only. Depending on your situation, our tax support can include planning as well as personal and corporate returns. Your needs determine what is appropriate.

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Clarity before you commit.

Many tax surprises are not caused by filing. They are caused by decisions made earlier without a clear estimate of tax impact. Tax projections and forecasting help estimate what a decision may mean for your tax situation before you finalize it, so you can plan with fewer unknowns.

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Clarity before you commit.

You should not have to wonder where things stand.

With notifications to update you every step of the way and an electronic organizer you can fill out at your convenience, we can make your next tax season the easiest you've ever had.

Documents received

We've received your tax documents and information

In review

A tax professional is reviewing your return

Filed

Your tax return has been submitted to the IRS

In preparation

Your tax return is actively being prepared

Ready for signature

Your return is complete and awaiting your signature

Accepted by IRS

The IRS has accepted and confirmed your return

The real benefit is coordination.

Many people look for a financial advisor who also does tax because they are tired of repeating themselves and connecting the dots. Our tax advisors work alongside your Wealth Advsior so tax considerations can be discussed alongside other key planning areas.

See How We Work
Clarity before you commit.

Connect with a tax professional.

Take the first step toward greater financial confidence. Browse or search our locations to find your preferred CPP office, then call or click to schedule a meeting.

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