Tax Planning

Perhaps the most impactful piece of retirement planning is determining your current and future tax liability and developing strategies to minimize the amount of taxes you pay in retirement. Tax planning can have a large impact on the amount of wealth you will be able to transfer to your heirs. We will help ensure that your retirement plan takes full advantage of available tax credits and deductions to help certify you and your heirs are maximizing wealth for generations to come.

McInerney Financial Group, LLC has strategic alliances with CPA Firms, Enrolled Agents & Attorneys to provide account reviews and tax services for our clients. Our clients receive proactive advice on tax reduction strategies based on income, expenses, individual needs and goals. Proactive tax planning allows our clients the opportunity to minimize tax burdens and build a solid foundation of tax reduction strategies that can result in years of tax savings.

Throughout the year, John J. McInerney Inc. will monitor tax law changes that could affect our clients, recommending tax savings strategies as well as serving as your advocate in tax matters. Our clients’ tax returns are prepared to take advantage of all the deductions, credits and exclusions allowed to minimize your tax burden.

Based on this strategic alliance, we will implement a sound, well-thought-out financial strategy to minimize year-to-year tax liabilities and provide the opportunity to maintain your current standard of living throughout retirement.John J. McInerney Inc

Tax Planning Services

  • CPA prepared Roth Conversion Analysis
  • CPA prepared 2nd opinion prior year individual and business tax return reviews
  • CPA prepared year-end tax filing services
  • 1040 tax optimization reports
  • Personalized tax reduction reports

McInerney Financial Group, McInerney Investment Advisors, John J. McInerney Inc and McInerney Associates do not offer tax planning services, but has a strategic alliance to provide account and tax services.