Tax & Financial Wellness

Integrating proactive, year-round tax and financial planning can impact your success to grow and preserve your wealth while giving you that all important peace of mind. 

In the past few years, clients have had questions and required ad-hoc tax advisory and planning services not just around “tax season” but throughout the year. The questions included a variety of subjects. Some about year-end tax compliance matters, interpretation of tax laws but the most common ‘theme’ was about ideas/solutions to lowering effective tax rate, optimizing budgeting (cash spend), savings and investment goals, etc.

In short, people ask me: how can I ‘tweak’ and implement common sense and innovative planning solutions now for a smart, growth-oriented future.

So many of these discussions were leading to clients setting goals and outlining a preferred path to achieve them by actively engaging their financial and tax future. 

As a result, Sakura Partners is introducing a new Financial and Tax Advisory Wellness service that is particularly geared towards clients who are curious about tax planning and how it impacts their financial future.