Tax Services

Lifeplan Tax Services LogoTax planning is a crucial component of any comprehensive financial strategy. At Lifeplan, we understand the significance of minimizing tax liabilities while maximizing savings, because we know that taxes play a very different role for a working person than for someone nearing or already in retirement and taking withdrawals.

We implement a “tax diversification” strategy, which involves having a mix of taxable, tax-deferred, and tax-free retirement accounts. By strategically withdrawing from each account type based on tax considerations, retirees can optimize their tax situation throughout retirement.

By integrating retirement tax planning into a comprehensive financial strategy, we can help optimize your retirement income while minimizing the impact of taxes, ultimately helping you achieve your retirement goals with greater confidence.

Couple doing taxes

Tax Services We Offer

Individual & Couple Tax Services

  • Tax Preparation
  • Tax Planning with Quarterly Adjustments
  • Roth Conversion Planning
  • Tax Harvesting
  • Charitable Giving + Planning

Small Business Tax Services

  • Tax Preparation
  • Bookkeeping
  • Payroll Services
  • Tax Advisory
  • CFO/Integrator Services

Tax Planning Services in Okemos, Howell, & Grand Rapids, MI.

Get your complimentary retirement tax analysis today! Fill out the form below or give us a call at (517) 323-7526.