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 company, 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.