Ep. 4 - Why We Do Tax Projections at PYCT

Are your taxes being filed reactively – or worse - retroactively? When we do tax projections at PYCT, we have the chance to discover problems or opportunities before it is too late.

 

Chatterton & Associates, The Wealth Management Team, Inc. | 3061 E. La Palma Ave. Anaheim CA 92806 | Office: 714-572-2050

Advisory and financial planning services offered through Chatterton & Associates - The Wealth Management Team, Inc., a registered investment adviser.  The Investment Advisor Representatives of Chatterton & Associates also offer securities through Royal Alliance Associates, Inc., member FINRA/SIPC.  Planning You Can Trust is a marketing and communications name for financial, tax and estate planning services offered through Chatterton & Associates - The Wealth Management Team, Inc., Grandfield Tax & Business Services, Inc. and The Law Office of James F. Roberts respectively.  Listed entities are not affiliated with Royal Alliance Associates, Inc.