Tax Planning & preparation

Tax & Bookkeeping: Planning For Your Future

Planning for your future

In today’s rapidly changing tax environment, it’s important to partner with an experienced tax advisor. You need someone who remains up to date with the latest regulatory issues. You need someone who can apply a thorough understanding of recent regulatory changes to help ensure your tax strategy is efficient and effective. Most importantly, you need someone who understands that tax planning is just one aspect of your overall financial health – that your tax strategy must work in conjunction with your overall wealth and estate plan in order to help you achieve your personal financial goals, both today and long into the future. 

At Mariner Wealth Advisors, we understand the importance of implementing a tax strategy that works hand-in-hand with your overall wealth and estate plan to help you achieve your personal financial goals. Our experienced tax consulting professionals are well-versed in the complexities surrounding tax planning. They work alongside your wealth team, as well as with your outside legal counsel, with a goal of developing efficient tax planning strategies that are seamlessly incorporated into your wealth plan. Our clients include:

  • High-net-worth individuals
  • Families
  • Entrepreneurs
  • Privately held companies
  • Professionals

We view every decision through a tax-efficient lens. From preparing your annual tax returns, to overseeing your investments, to charting a course to help you reach your financial goals, you can rest easy knowing our focus is on you.

Our Services

We provide proactive, creative tax consulting, compliance and year-round tax planning for clients. The team’s approach is to identify and analyze a client’s tax-savings opportunities by assisting with tax resolutions and the development of tax savings strategies tailored to the specific goals of each individual or family group.  

Our services include:

  • Proactive, creative tax analysis and year-round planning
  • The development of planned giving, trust creation, private foundation creation and other unique vehicles
  • Back-office support and bookkeeping
  • Customized tax strategies focused on helping achieve your personal financial goals while achieving wealth preservation



Learn More About Our Services

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