Client Experience

Discover a more connected approach to tax management.

Your tax plan is more than just an annual obligation—it’s a cornerstone of your financial wealth management strategy. This is the belief that gave birth to Connectus Accountants, a unique service designed to seamlessly integrate your tax strategy into your comprehensive financial plan.

By uniting tax planning, preparation, and compliance, we not only streamline your financial process but also spark new insights and possibilities. These revelations can influence your long-term financial strategy, enabling you to optimize and grow your wealth.

At Connectus Accountants, we aspire to add more than just numbers. We’re about creating connections between every facet of your financial life, fostering efficiencies, and unveiling fresh perspectives. Prepare to see your tax strategy in a whole new light. Welcome to a more connected approach to managing your taxes.

What you can expect

We ensure that your tax strategy is not just a standalone task but an integral part of your broader wealth management plan. Our process is designed to align your tax planning with your overall financial objectives, offering a coherent and holistic approach to wealth management.

Connect with your wealth management advisor

Navigating through an intricate financial landscape calls for insightful, strategic tax guidance. Whether you're a business owner steering a company or an individual managing personal finances, taxes play a critical role in your financial success. At Connectus Accountants, we understand this and strongly advocate for an open and ongoing dialogue with your wealth management advisor. Together, we can align your tax strategy with your wider financial goals to build a robust and successful financial future.

Gather Critical Documents

Your next step is to gather all of the documents that make up your financial life. For most people, this will include statements from their investment accounts and earnings information. For business owners, this process may be more in-depth and will cover documents related to any businesses and cash flows from those businesses.

We analyze your current financial situation

With your key documents in hand, we work to analyze your complete tax picture. This portion of our work involves us working closely with your wealth management advisor, who has a deep understanding of your long-term goals and objectives.

We Provide Recommendations

Next, we will provide comprehensive recommendations designed to maximize the efficiency of your tax payments, benefiting you and your family. This includes a detailed look at your current tax situation, and any recommended adjustments that could enhance your overall strategy.

Implement Strategy

Collaborating closely with your wealth management advisor, we implement the strategy on your behalf and keep you informed during each step of the process.

Monitor & Refine

Over time, your financial life and your goals will change. For this reason, Connectus Accountants will work with your wealth management advisor to continually monitor and refine your plan as needed.

Connect with our team to learn more about the service and experience we provide.

Connect with our team