We at Wales Investments Inc. believe that as part of the holistic financial planning services offered tax planning is an integral part of the process. We offer tax planning as well as Corporate and Individual tax preparation. We plan with you throughout the year to understand your tax liability not just at tax time but throughout the year. Our job is to partner with our individual and Corporate clients to understand their financials and work with them throughout the year to reduce their tax liability and put tools such as retirement plans in place to plan for their future. We take a proactive approach to put in place tax planning that will reduce their taxes long term including throughout retirement.

Taxes represent a significant consideration for every long-term investor. By minimizing income taxes, investors retain more wealth. We exercise care in the appropriate placement of investments within taxable and tax-deferred accounts. We will also look to capitalize on tax-free securities when appropriate. We do not, however, allow tax considerations to drive our portfolio management process.