Tax & Wealth Planning

Tax Planning

Recognizing that tax is a dynamic field affected by many variables that change with each new law or court decision, The Sharpton Group prides itself on devising effective tax strategies for individuals as well as corporate clients.  At TSG, we believe there’s more value in providing ongoing strategies for sustaining and creating wealth, rather than just preparing your tax return.  We will work closely with you to develop an effective plan for reducing the amount of taxes you pay over time.

We offer a variety of services designed to help you develop a tax strategy that will maximize your cash flow and minimize your tax burden. Our clients receive the personal attention of a primary tax relationship executive with years of experience.

You will have access to a team of industry recognized specialists to assist you in a variety of service areas, including: 

  • Financial reporting
  • Current tax liability projections and cash flow needs
  • Analysis of the tax aspects of your investments
  • Business incentives & tax credits
  • Franchise & property tax
  • Personal finance planning
  • Retirement & estate planning
  • Tax controversy & dispute resolution

TSG identifies and interprets various trends in federal legislation to provide timely, accurate advice on how to deal effectively with them. We speak in plain and simple language to make it easy for you to understand the complexities of tax laws.

Among the clients who rely on TSG for strategic tax planning are:

  • Corporations
  • Sole Proprietors
  • Non-profit Organizations

Wealth Services

Getting where you are took hard work and sacrifice. Yet preserving and building on what you’ve earned—amid changing business needs, tax codes, estate laws, and family relationships—can be even more challenging. That’s what makes having a solid plan, and the right advisor to help craft it, so important. 

Our specialized, tailored services can help businesses, business owners, individuals and families increase opportunities to enhance wealth—as well as reduce taxes and risk. We have a keen understanding of both the business and personal factors that shape your ability to build wealth. We integrate that knowledge to provide you with a wide-angle view of your financial landscape, helping you see new and better possibilities.

The comprehensive service you receive reflects not just our technical expertise, but also our sensitivity to your unique requirements. We’ll look out for your interests—just as we’ve done for other TSG clients for nearly 30 years.