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Tax Management

Taxes, while inevitable, don’t have to be a stumbling block, and managing them effectively is a critical aspect of your financial planning.

Here at B.I.G. Investment Services, we understand the complexities and how they can impact your financial health. We're here to “help” shoulder the burden of planning by working with your CPA and allowing you to focus on what matters most–living your life and reaching your dreams

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How We Can Help


We understand that everyone's financial situation is unique, and cookie-cutter solutions simply won't do. That's why our team will work closely with you, getting to understand your current financial standing and future aspirations–from your income, deductions, credits, and a host of other factors.

We aim to identify opportunities to minimize your tax liability. Whether it's leveraging your tax advantaged retirement accounts, optimizing your charitable giving for tax purposes, we strive to find opportunities for tax savings or exploring tax loss selling options. 

Our goal here is to help you keep more of what you earn and invest, setting the stage for your secure financial future.

Investment Strategies

Investments and taxes are two sides of the same coin. The impact of the latter on your investment returns can be significant, and without a thoughtful strategy, your hard-earned gains could be eroded.

At B.I.G., we incorporate our efficient investment strategies into our financial planning process. We consider factors like the implications of selling certain investments of yours, the benefit of your investment accounts, and even the timing of your income and expenses. By doing so, we try to maximize your after-tax returns, ensuring that your investments work as hard as you do.

Ongoing Advice and Support

The one constant in taxation is change. Its laws often evolve, and staying abreast of these changes is crucial, we do understand that keeping up with these changes can be overwhelming.

As part of our commitment to you, we provide continued assistance to help you stay informed about these changes and their potential impact. Whether it's in brackets, a new deduction, or an overhaul of the system, we'll keep you informed.

More importantly–help you understand what these mean for you and adjust your financial plan accordingly.


What You Will Get

Personalized Service

We take the time to understand your goals, concerns, and all your financial situation to create an investment plan that works for you.

Expert Advice

We have a track record of helping clients navigate their tax landscape as we stay abreast of the latest laws, market trends, and strategic opportunities, providing you with advice that's both insightful and actionable.

Peace of Mind

With our expert guidance, team oriented approach, and ongoing support, you can approach your future with confidence, live your life, and reach your financial goals!

Don't leave your golden years to chance.

Your rewarding retirement journey starts here with B.I.G. Investment Services.

Contact Us and Invest In Your Future Today!

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