Tax Planning is an essential part of your financial plan

Get help from Next Gen, a professional finance coach with advanced experience on wealth and financial scaling. Let’s explore how we can assist you in planning for all aspects of your taxes.

— Tax Exemptions

Enhance Your Tax Deductions

Working with a financial advisor can help you get more out of your taxes than simply submitting return filings on your own. A financial advisor can look at your finances with an informed and strategic eye, identifying deductions and credits which you may otherwise be unaware of or not take full advantage of. In addition, a financial advisor can ensure that filing deadlines are met, furthering the goal of maximizing any deductions or tax savings available in order to reduce your overall burden. Going forward, their advice and guidance can aid you in taking long-term measures to continue saving money on taxes.


High Impact Results








Consulting services for
managing your taxes

Tax Bracket

Save money, time, and no longer stress with us managing your taxes for you. Not only will we help you maximize your deductions and utilize any existing credits or incentives, but we can provide advice on investments that might be beneficial for you in the long-term.

IRA Conversions

Being well-versed in IRA conversions, allows individuals to convert traditional individual retirement accounts of any size into Roth IRAs without incurring taxes or fees from IRS penalties. By utilizing Next Gen’s expertise, clients can rest assured that their IRA conversion will be maximized.

Maximize Income

We provide invaluable guidance and security, especially for those who are feeling overwhelmed by the process of saving or making their money work for them. We are experts at analyzing investment opportunities and assessing risk levels.

Latest Articles -Investing

What Are The Major Areas of Financial Planning?

Financial planning is an important part of ensuring financial security for the future. It involves assessing your current financial situation, setting goals, and creating a plan to meet those goals. If you’re interested in learning more about planning for your financial future, then speaking to a financial planner can be a great first step to financial well-being. What is Financial Planning? Financial planning is the process of managing your finances to achieve long-term financial stability, security, growth, and ultimately financial success. It involves setting both long and short-term goals and creating a solid financial plan that will help you reach…
Read More What Are The Major Areas of Financial Planning?
Why Managing Your Debt Is Important

Why Managing Your Debt Is Important

Managing your debt is one of the most important things you can do to ensure financial health and stability. Debt management is an effective way to reduce or eliminate your overall debts, create an action plan for future success, and improve your creditworthiness. By taking control of your current financial situation and creating an achievable budget and timeline for repaying debt, you can work towards achieving true financial freedom. How Debt Impacts Your Financial Plan and Future Debt can have lasting effects on your financial future and overall life goals. It can prevent you from reaching your financial goals and…
Read More Why Managing Your Debt Is Important
What is Tax Planning/Tax Efficiency?

What is Tax Planning/Tax Efficiency?

Tax planning or tax efficiency is the process of arranging your financial affairs in order to minimize the amount of taxes you pay. It involves understanding the tax system, taking advantage of deductions and credits available, and structuring investments and other transactions in a way that will reduce taxable income. Tax planning can help you realize greater savings over time, freeing up more of your money for other purposes. It also involves understanding the impact that taxes have on business operations and investments so that you can make decisions based on their financial implications. Tax planning should be done in…
Read More What is Tax Planning/Tax Efficiency?

Tax Planning Process


Have a Tax Plan that Stands the Test

Next Gen makes it simple to have your taxes taken care of without any hassle – with an effective plan that fits every client’s needs. Having a reliable source like them on your side will give you the freedom to focus on more important tasks knowing that everything is being handled by a professional team. Next Gen not only takes away the stress of preparing taxes, but also gives clients peace of mind that their financial needs are being met.


Frequently Asked Questions

Financial advisors are experienced professionals who can help clients get a handle on their financial health. Not only do they provide comprehensive advice in the area of taxes, but also specialize in resolving tax issues and planning ahead for future ones – including estate and trust returns.

When it comes to taxes and finances, the best bet is always consulting the pros. Certified Public Accountants (CPAs) are invaluable resources for navigating tax planning while Certified Financial Planners (CFPs) provide sound guidance on financial advice – sometimes they even offer a combination of both!

CPAs have specialized skills such as bookkeeping, tax preparation and auditing, allowing them to assist with more technical financial needs. On the other hand, CFPs focus on overall financial planning and providing advice for retirement planning and investments. Which certification is better for you depends entirely on your financial goals— if you need help with filing taxes or analyzing your current finances, a CPA is what you’re looking for; however, if you want advice and assistance on developing long-term wealth management plans then working with a CFP may be better suited to your needs.

If you possess substantial wealth, a wealth advisor could be the key to unlocking your personal fortune. These professionals specialize in helping affluent individuals maximize their financial success and ensure they have adequate resources for years to come – potentially ensuring millions of dollars remain within the family legacy!

When meeting with a financial planner, it is important to ask the right questions. First, inquire about their credentials and experience. Make sure they are licensed and experienced in the field of financial planning. Additionally, understand their fee structure and if they offer any additional services as part of their services package. Ask them what strategies they feel confident employing to grow your savings or investments portfolio in a safe yet profitable manner. Also find out their process for managing decisions when it comes to changes in the market in order to protect your finances. Asking all of these questions will help you make an informed decision about your financial future.


Want to see if we're right for you?
Take the first step by scheduling an intro meeting

Isn’t it time you got the real financial planning advice you’ve always wanted? The first meeting is on us.
There’s no cost, no sales pressure, and no judgement - just a conversation to see if we’re a good match.