TAX PLANNING

We aren't CPA's, and that's a good thing.

Tax impacts every aspect of your financial life. Our professional tax team can work directly with your Accountant to review your recent tax returns and identify potential savings or restructuring opportunities, giving you proactive ideas to save money in the future.

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TAX PLANNING

Our team is dedicated to helping reduce your tax costs.

Our team of professionals will design a tax plan that evaluates your current financial situation. But ultimately, what it’s all about is retaining the income you've earned and maintaining the lifestyle you want and with the confidence that your tax forms are properly filed so you have peace of mind.

Dream It.

At Bauerle Financial, the tax planning process starts with a detailed understanding of your goals. We don’t lump you into a predefined group. Rather, we aim to learn about your specific needs and objectives and tailor a recommendation accordingly.

Build It.

One of our tax planning professionals will gather information on your current financial situation, time horizon, savings and expenses, portfolio distributions and cash flow needs, and more.

Grow It.

We will use that information to prepare a personalized tax plan with clear, easy-to-understand information to help you make the right decisions for your golden years. We firmly believe that education is key in the tax planning journey.

TAX ADVISING

Developing a plan for tax season.

Through a carefully developed tax plan, your tax liability will be reduced and a long term strategy to manage future liabilities will be created.

Working hard to build financial security doesn’t mean all your challenges are behind you. We will monitor your plan in order to manage:

  1. Tax Law Changes

  2. Income Needs

  3. Changes In Tax Status

Our team of professionals are qualified and experienced in handling the emotional, financial and relationship aspects of life transitions and wealth transfers.

YOU'RE ALMOST THERE

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GET TO KNOW BAUERLE FINANCIAL

Our business has been family-owned and operated for 30 years.

Lake Mary Offices

1525 International Pkwy Suite 2021
Lake Mary, FL 32746

Hours
Monday–Friday
8am–5pm

Phone
(407) 878-1229

Bauerle Financial is a licensed CFP that excels in financial planning, retirement planning, tax planning, and estate planning. We believe that your health, family, friends, and happiness are more important factors to your quality of life than any economic ones.

Hours


Monday–Friday
8am–5pm

Phone
(407) 878-1229

Compliance

Locations

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