Under One Roof

We integrate and potentially maximize your tax benefits.

INTEGRATED TAX SERVICES, LLC

Our affiliate, Integrated Tax Services (ITS), can handle all of your tax preparation needs. As a client, you can take advantage of this service. As your financial planners, we gain the ability to closely monitor the implementation of tax strategies developed during the planning process.

JOHNSON BIXBY CAN ALSO DO THE FOLLOWING FOR YOU:

  • Coordinate retirement plan contributions and distributions to better manage tax brackets from one year to the next.
  • Reduce the time and hassle around gathering investment documents necessary for tax return preparation because ITS has ready access to information regarding Johnson Bixby-held assets.
  • Provide more accurate estimates of future tax payments based on forward-looking planning strategies rather than solely on taxable events that happened the previous year.
Integrated Tax Services, LLC is not affiliated with Securities America, Inc.