Charleston Q4 Tax Projection & Year-End Mitigation Strategy

Q4 End-of-Year Tax Projection: Flat $750 Fee

  • Complete review of 2026 income, schedule B (dividends/interest) and realized gains.

  • Identification of actionable tax-loss harvesting and charitable giving opportunities before Dec 31.

  • Direct consultation with our Charleston fiduciary team.

Stop guessing what you'll owe in April. We analyze your investment income, capital gains, and RMDs before December 31st to execute proactive tax-reduction strategies.

Certificate with bold text stating 'Admitted to Practice Before the IRS' and 'Enrolled Agent'.

What we can do for you

Return Preparation and Filing

Are you a business, retiree, or employee looking for help filing this year’s (or a previous year’s) taxes?

Take away the stress of tax seasons and deadlines by delegating to us.

Audit Representation

Have you received a letter from your state or the IRS regarding a request for payment? Not sure what to do next or what they expect from you?

Let us handle the case for you. As an Enrolled Agent, Daniel has all of the representation rights you need.

Tax Planning

You’ve seen this time and time again… a “Tax Plan” for you to get a better tax outcome.

The difference is that Daniel is also a CFP® professional that knows how to create a plan that lowers your lifetime tax bill - not just next years.

Bookkeeping

Tired of keeping your own books? Getting too much to handle?

No Problem, we’ll keep them tidy for you so that you’re ready for tax season.

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Let’s talk about YOU

The best way for us to decide if we can help is to talk about it. Let’s chat about your situation and what your financial life looks like. After this call, we hope that you have a clear understanding of how we can help you and that you feel at peace.

“Since I’ve started planning with Daniel, I’ve been able to dramatically reduce my lifetime tax bill.”

Current Client

Integritas Tax Services LLC and/or Integritas Wealth Strategies does not pay for any reviews. This review is solely the opinion of the client and makes no promises of a certain result. Actual tax and wealth results may vary.