Tax planning and preparation

Our comprehensive approach allows us to proactively identify tax planning opportunities with the goal of minimizing tax liabilities, and integrating these strategies into your investment portfolio design. With WealthBridge managing your investments, our professionals take over the burden of properly reporting securities transactions in your income tax filings.

WealthBridge has the in-house expertise to prepare even the most complex tax returns. For those clients with property or business interests in other countries, we also understand cross-border tax issues. Our principled, unbiased and discreet approach guides everything we do for you.