Tax Planning

We can’t escape the fact that the IRS is a financial partner to all our investment decisions. That’s why your CPA or tax accountant must be a member of your wealth team. For clients who may not have their own account, Accounting and tax services are available to FFA clients through our sister┬ácompany, Vista Financial Services LLC, an Enrolled Agent with the IRS and full service accounting firm. This means we communicate well with your accountant in coordinating tax strategy with investment strategy.