Tax Mitigation & Planning
Taxes touch every part of your financial life, but with proactive planning, you can reduce your tax burden and free up more money for what matters most.
Our Process
We help you proactively plan, identify opportunities, and make decisions that reduce your tax burden while keeping you compliant. Our goal is to give you clarity, confidence, and a roadmap to keep more of what you earn.
Review Your Current Situation
Begin with a simple intake session where we learn your goals, challenges, and career aspirations.
Identify Opportunities
Next, we pinpoint deductions, credits, and strategies that could reduce your tax burden and align with your financial goals.
Build a Customized Plan
We create a proactive strategy tailored to your needs, ensuring your finances are structured efficiently and effectively.
Monitor and adjust
Life circumstances change, so we regularly review and adjust your plan to keep you on track and maximize savings.
Common Tax Challenges We Solve
We turn overwhelming tax questions into simple, actionable solutions.
Paying more in taxes than you need to
Getting surprised with a large tax bill
Confusion around retirement withdrawals
Not knowing how investments affect taxes
FAQS
Frequently Asked Questions
What's the difference between tax planning and tax preparation?
Tax preparation is about filing your return each year. Tax planning is proactive. It’s about creating strategies throughout the year to minimize what you owe and keep more of your hard-earned money.
When should I start tax planning?
The best time to start is now. Waiting until tax season limits your options, but planning year-round allows us to maximize deductions, credits, and tax-efficient strategies.
Do I need tax planning if my situation is simple?
Even if your taxes seem simple, there may be ways to save more, whether through retirement accounts, timing income, or other legal strategies. A review often uncovers opportunities people miss on their own.
What makes your tax planning strategies different?
We don’t just look at taxes in isolation. Our team integrates tax planning with retirement, investment advice, estate planning, and cash flow to create a comprehensive financial strategy designed around your goals.
How can tax planning help me prepare for retirement?
By understanding how withdrawals, Social Security, and investment gains are taxed, you can create a strategy that maximizes your retirement income and helps your money last as long as you do.
Smart tax planning today means more freedom tomorrow. Let’s create a strategy that works for you.
We help simplify the complex world of finance by bringing together expert strategies, trusted partnerships, and personalized planning that align with your lifelong goals.
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1234 S Power Rd, St 101, Mesa, AZ 85206
140 N Union Ave, St 205, Farmington, UT 84025
Investment advisory services are offered through IAMS Wealth Management, an SEC registered investment advisor. IAMS Wealth Management and MacroPlanning Group are independent of each other. The firm only conducts business in states where it is properly registered or is excluded from registration requirements. SEC registration is not an endorsement of the firm by the Commission and does not mean the advisor has achieved a specific level of skill or ability. The firm is not engaged in the practice of law or accounting. Please consult a CPA or attorney with tax or legal quesitons. Content should not be viewed as an offer to buy or sell any of the securities mentioned or as legal or tax advice. Jeremy Dopp is an Investment Advisor Representative with IAMS Wealth Management. No other financial professional named on this website is an Investment Advisor Representative, nor are the Investment Advisor Representatives with IAMS Wealth Management.
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