In today’s economy, tax planning is becoming more and more important.  Tsagaris & Tsagaris utilizes an array of tax planning tools and services to help our clients create a plan to avoid unexpected financial burdens:

• Quarterly Tax Planning – Our professionals can estimate take payments for you to make throughout the year to ensure you don’t end up with a large tax bill or tax penalties at the end of the year.
• Estate Planning – Without properly planning for your incapacitation or death, undue financial burdens can be inflicted upon loved ones. Tsagaris & Tsagaris can work with you and your attorney to ensure your finances are secured by developing a strategy to limit estate taxes and minimize unnecessary costs for your beneficiaries, planning annual gifting and assisting to set up legacy gifts to non-profits.
• Financial Planning – It’s hard to achieve a goal – especially those involving finances – without a well-laid plan. Tsagaris & Tsagaris can help you achieve your financial goals with a little planning. Our experienced staff will work with you to define your financial goals, assess your current financial situation and create a plan to address all of your financial goals.
• Retirement Planning – Everyone dreams of retirement; however, how do you know if you will have enough money to retire on your terms?  The professionals at Tsagaris & Tsagaris can help you create an income plan and prepare for a secure, comfortable retirement.
• College Fund Planning – With the ever-rising costs associated with higher education, it is never too early to begin planning for college.  From 529 plans to financial aid and other resources, Tsagaris & Tsagaris can help you establish a plan to prioritize your college fund savings.