Making Sense of Your Taxes
We thoroughly analyze and uncover every tax deduction you may qualify for — and offer advice on strategies to reduce your tax liability going forward.
Our services go beyond just filling out your tax forms. When you work with Altland and Harris Financial Group, Inc., you’ll get the personalized support you deserve. Each client has an in-person consultation with their tax team to walk through your returns line by line for a complete understanding of where your money is going and how you might save in the future.
Financial Planning for Individuals and Families
Our combined experience as licensed CPAs and Financial Planners gives us the opportunity to provide tax-smart, comprehensive financial planning strategies to individuals and families looking to maximize their after-tax dollars during retirement. Whether you’re in the early planning stages, or you are already living in retirement, we can guide you through a personalized planning process to help as you pursue your goals.
Portfolio Management
Investment Selection
We’ll get to know your personal financial philosophies and your specific investment interests to guide us on making the best choices for you. Choosing individual investments requires time, research, and monitoring, so let us put our knowledge and experience to work!
Advisory Options
Sometimes it’s better to look at the bigger picture and choose a portfolio that offers more advisory services. This could be a portfolio that automatically adjusts itself to your timeline, focuses on specific industries, or even offers special features that monitor market patterns.
Navigate Retirement With Confidence
Navigate Retirement With Confidence
Searching for Retirement Planning, Financial Strategies and Wealth Management? Whether you're nearing retirement or already enjoying the golden years, we are here to guide you towards a secure and prosperous future. Discover personalized retirement strategies tailored to your unique goals and aspirations. From financial accounting services, retirement planning, and wealth accumulation strategies, our team of professionals is committed to ensuring you can embrace retirement with confidence.
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