Financial Advisor going over paperwork with client

Tax Planning

If you just finished writing a hefty check to the IRS because you got a big raise in 2021 or earned significant capital gains on your investments, you probably don't even want to think about taxes again until next spring. However, the reality is that there's probably no better time than now to start planning to help you reduce your tax liability for 2022.

*Wells Fargo Advisors does not provide tax or legal advice. However, we will be glad to work with you, your accountant, tax advisor and or lawyer to help you meet your financial goals.