When you choose TBH Advisors as your tax planning partner, you choose a firm that’s committed first and foremost to your long-term financial goals. Our advisors are fee-based professionals, and our tax solutions are always client-driven — not commission-driven.
Great tax planning begins with a strategic approach and a deep understanding of our clients’ unique financial lives. By personalizing our tax solutions to our clients, and by delving into taxable events that may occur in the short- or long-term future, we ensure they maximize their wealth while decreasing their tax burden. This deep understanding is predicated on frequent communication and TBH’s commitment to transparency.
We know that TBH may not be your only tax planning partner. We work to maximize your credits, deductions, and timing of financial events by coordinating with other individuals like your accountant or tax advisor. Our “listen first” approach and close client-advisor relationship are key to building a complete financial outlook — not just a tax outlook — for each individual we serve.