Tax planning impacts every aspect of your financial life. Making an educated tax decision is sometimes more advantageous than making a good investment.
Through our affiliate, GreerWalker LLP, we offer a professional tax team of CPAs who can work directly with you and/or your accountant to review your recent tax returns. This proactive review can identify potential savings or restructuring opportunities to save you money in the future.
Traverse Wealth merges with GreerWalker Wealth to offer expanded services and expertise with a client-first focus.
Same culture, same people, same process with a deeper bench of talented advisors.