Taxation

We analyze your entire financial situation to ensure that all elements work together to allow you to pay the lowest taxes possible. 

What makes us unique is not only are we planning your tax situation, but we also prepare your tax return. Tax planning professionals may charge $100 to $300 per hour for tax planning and preparation and that is if they even do that as part of the financial plan. We include this service in your annual fee.

We find clients “leave a lot of money on the table” because they were unaware of the tax planning strategy that was available to them.

It is never too early or late to start your tax plan. The key is to take that step and get started today by contacting us at 440-933-2059 for an appointment.

*Tax services through M. J. Baker and Associates Inc. are separate from and not offered through Commonwealth Financial Network®.