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Tax Planning

Perhaps the most impactful piece of retirement planning is determining your current and future tax liability and developing strategies to minimize the amount of taxes you pay in retirement. Tax planning can have a large impact on the amount of wealth you will be able to transfer to your heirs. We will help ensure that your retirement plan takes full advantage of available tax credits and deductions to help certify you and your heirs are maximizing wealth for generations to come.

Journey Investments, LLC has a strategic alliance with Stovall & Associates, Ltd.; utilizing their team of CPAs to provide tax planning, preparation and filing services for our clients. Our clients receive proactive advice on tax reduction strategies based on income, expenses, individual needs and goals. Proactive tax planning allows our clients the opportunity to minimize tax burdens and build a solid foundation of tax reduction strategies that can result in years of tax savings.

Throughout the year, Stovall & Associates, Ltd., will monitor tax law changes that could affect our clients, recommending tax savings strategies as well as serving as your advocate in tax matters. Our clients’ tax returns are prepared to take advantage of all the deductions, credits and exclusions allowed to minimize your tax burden.

Based on this strategic alliance, we will implement a sound, well-thought-out financial strategy to minimize year-to-year tax liabilities and provide the opportunity to maintain your current standard of living throughout retirement.

Tax Planning Services

  • CPA prepared Roth Conversion Analysis
  • CPA prepared 2nd opinion prior year individual and business tax return reviews
  • CPA prepared year-end tax filing services
  • 1040 tax optimization reports
  • Personalized tax reduction reports

Second Opinion Tax Review

2nd-opinionIf you use a big chain firm to prepare your tax return, then you might be paying more taxes than you should.

According to an investigation conducted by the Government Accountability Office, many tax returns prepared by big chain firms were prepared incorrectly. Don’t be one of the millions of Americans that the Wall Street Journal states is, “routinely failing to take deductions they are entitled to, thus overpaying their taxes by billions of dollars collectively.”

Make sure you’re not paying more than your fair share by filling out the request form on the left.


Strategic Alliances

Nick Stovall, CPA/PFS, Stovall & Associates, Ltd.

Founder and President for Stovall & Associates, Ltd., Certified Public Accountants.

Nick Stovall is at the forefront in accounting; strategic retirement planning; business, IRA and technical taxation; tax law and policy; and investing. With his extensive knowledge and background, Stovall also wrote “The Future of Taxation: And How to Prepare.” Stovall has been featured on national media outlets including The Wall Street Journal’s MarketWatch, Investment News, Financial Planning Magazine, Bloomberg and numerous radio broadcasts. In January 2010, after two decades of public accounting and C-level private industry experience, he founded what is now Stovall and Associates, Ltd., an independent certified public accounting firm located in Minnesota. As owner, president and chief tax strategist for the company, Stovall provides an invaluable perspective on the intricate relationships between tax and business issues to clients across the United States and Europe.

Journey Investments, LLC does not offer tax planning services, but has a strategic alliance with Stovall & Associates, Ltd., to provide account and tax services.