Friendly and accurate tax services

We offer our clients tax planning and preparation services

Tax Planning & Preparation

At Trajan Wealth, we understand the important connection between proper tax preparation and successful retirement planning for self-employed individuals. If your current advisor isn’t aware of the current tax laws that apply to you, you could be placing your retirement at risk. That’s why we include tax advice in our income planning sessions and offer discounted tax preparation services to our individual clients.

We also offer small business tax planning and preparation services. Our focus is on lowering your tax liability through tax incentives and deductions with a personalized experience. When you choose localized Scottsdale tax preparation, you have the option of stopping by our office rather than having to wait on hold or for an email response.

In addition, we also offer 401(k) planning for you and your employees. Click here for more information on choosing a 401(k) plan for your small business.


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