Income Tax Minimization

Retires have worked hard for their money and it is important to protect those assets. A large part of protecting assets is to pay the least amount of income tax legally possible. At Safe Harbor Fiduciary we do “proactive” tax planning rather than “reactive” tax preparation. Most tax preparers know how to put the right numbers in the right box on the right forms. They do this by trusting you as the tax client to provide them with all the information. We go a step further and offer a tax planning session to determine if there are deductions you may be missing that are costing you tens of thousands of dollars in over payment of taxes.


Our Certified Tax Coach Virginia Shelby is trained to help individuals and small businesses take advantage of all the legal deductions that are allowed by the IRS.


We also offer similar income tax minimization and financial planning services for our small business clients.