Our Services

Tax Strategies

If not properly managed, taxes can be a drag on an otherwise strong financial plan. We provide strategies on a multi-year basis to make sure your plan is as tax efficient as possible. Stapp has decades of experience developing tax saving strategies and working with income tax laws, benefitting you in the execution of your tax plan and setting us apart from other advisors.

Enhance Your Tax Experience

Tax preparation is a service we provide to our wealth management clients. Taxes don’t have to be daunting. We make the tax process easy and smooth.

You Can Expect:

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Planning and Preparation

Planning strategies designed to minimize your tax liability, and preparation of your tax return done professionally using a streamlined approach.

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Customized Support

We put in the time to understand your personal tax situation to make sure you get the refund you deserve or help develop strategies to minimize your tax burden.

Calendar 365

Service All Year

Successful tax outcomes originate from strategies developed during the year. Our team will be there to help you make the decisions that matter year-round.