CONSIDER US YOUR CHIEF FINANCIAL OFFICER
"Good fortune is what happens when opportunity meets with planning"
- THOMAS EDISON
PAY LESS TAXES

Every well crafted financial plan has a tax mitigation strategy. As CPAs and CFPs, we take taxes seriously, and know the negative impact they can have on your returns if not managed properly.  A well-crafted tax reduction strategy coordinated with a prudently managed investment portfolio can drastically reduce your tax liability.

  • Tax Preparation Services
  • Simplified Employee Pension Plans (SEPs)
  • Individual Retirement Accounts (IRAs)
  • Savings Incentive Match Plans for Employees (SIMPLE)​
  • Defined Benefits Plans (DB Plans)
  • 401 (k) Plans and Profit Sharing Plans
TAX SERVICES LINKS
5090 N 40th Street, Suite 205 | Phoenix, AZ 85018 | 480.385.7399

Eaton-Cambridge Inc. is a registered investment adviser.
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Copies of these documents, as well as our entire policies and procedures manual will be mailed upon request.
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