Our Services

Tax PLanning and Preparation Services

TAX PLANNING AND PREPARATION

Tax-Smart Planning for Every Stage of Life

Our clients don’t just need investment advice—they need tax planning in Flower Mound and beyond. At Riverchase, every advisor is an Enrolled Agent with the IRS. We integrate tax strategy into financial planning to help you minimize lifetime tax exposure.

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What Makes Our Tax Expertise Different

We prepare annual returns for clients with $1M+ AUM as part of our service. More importantly, we proactively identify strategies throughout the year—like Roth conversions, charitable giving approaches, and tax-efficient withdrawal strategies.

Tax Strategies Tailored to You

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Pre-retirees:  Plan ahead for retirement distributions and RMDs.

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Retirees: Manage taxable income for Medicare and Social Security thresholds.

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Executives: Handle stock option exercises and RSU vesting.

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Business owners: Coordinate entity structure and exit planning.

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Start Reducing Your Tax Burden

With Riverchase Wealth Management, taxes aren’t an afterthought—they’re factored into every decision.

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