Tax planning is an essential component of competent wealth management. Proper advice and skilled planning can transform tax return filings from mere historical accountings to roadmaps for cost savings and wealth creation. Budros, Ruhlin & Roe, Inc. utilizes The Tax Minimization ReviewTM
, our proprietary tool, to uncover these opportunities.
We work with your existing accountant and tax attorney to ensure that your entire advisory team is executing the best possible tax plan on your behalf. Some of our greatest advocates are our clients’ attorneys and Certified Professional Accountants (CPAs), because we work so well within a team model. While it’s gratifying to gain referrals through these collaborative relationships, the true beneficiary is you, our client.