A service created to provide specialized tax expertise for clients who recognize the value of longer term planning and tax-based financial advice*. We provide personalized service to help you keep more of what you earn, and we stand behind our work.
Yes. VANTIVE PARTNERS clients decide precisely how much additional service they want—if any. And because VANTIVE PARTNERS offices are open year-round, you can get extra help whenever you decide you need it.
No. You can count on us for completely objective advice. We can explain the tax consequences of various investment decisions. And if you desire, we can put you in touch with sources of financial products such as mutual funds and annuities.
No. Almost everyone can benefit from long-term tax planning that considers their total financial situation. VANTIVE PARTNERS was created for clients who recognize the value of planning today to minimize money lost to taxes down the road.
The opportunities to make smart choices that reduce taxes are as varied as our clients. Retirement, educational expenses, inheritance, rental property, self-employment, and small-business ownership are just a few examples.
Your VANTIVE PARTNERS advisor will be your personal contact. They’ll supplement their overall tax-preparation knowledge by consulting other VANTIVE PARTNERS team members with specialized expertise in areas appropriate to your situation.
We’re specialists in the tax consequences of financial decisions. We can work with your financial advisor—or recommend one—to ensure the best possible results.
Still have questions? Contact us.
*Vantive Partners is not an investment advisor or broker/dealer and does not provide investment advice; determine the value of securities; or purchase or sell any securities. Vantive Partners does not provide credit counseling services.
