Savant Wealth Management
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Individual Tax Advisory & Preparation Services

A Coordinated Approach to Tax Planning and Preparation

Navigating today’s regulatory environment can present an ever-changing list of challenges as you try to manage your taxes. The complex nature of tax laws and the high cost of failing to comply with evolving regulations make the need for professional tax assistance increasingly important. 

Savant’s in-house team of tax professionals and CPAs focuses on the details, regularly monitoring proposed tax law changes and applying their knowledge to your individual situation. We address our clients’ needs by offering tax preparation services as part of an integrated and holistic approach to wealth management and financial planning. 

Our tax team collaborates with your advisor to uncover and identify ongoing opportunities for you to consider, not just during tax season, but throughout the year. 

We offer a wide range of tax planning and preparation services for individuals and trusts. Savant has a large, credentialed team of CPAs and tax professionals ready to partner with you. 

If you own a business, Savant Accounting and Business Advisory provides business tax planning and preparation as a separate service. 

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The complex nature of tax laws and the high cost of failing to comply with evolving regulations make the need for proactive professional tax guidance clear.  

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How Integrated Tax Planning Supports Long-Term Financial Goals

Tax planning can affect far more than your annual tax return. Decisions related to retirement income, charitable giving, investment activity, and estate planning may all carry long-term tax implications that affect your broader financial picture. For many individuals, the largest tax decisions happen well before they file a return: when to realize gains, when to convert, when to give, and when to draw income. 

When you consider tax planning alongside other financial decisions, it can help create greater alignment between your financial strategy and long-term goals. A proactive approach may also help uncover opportunities to improve tax efficiency, adapt to changing tax laws, and reduce unintended financial consequences over time. 

Integrated tax planning emphasizes ongoing evaluation throughout the year rather than focusing solely on tax filing deadlines. This broader perspective can help individuals make more informed financial decisions with greater clarity and confidence. 

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Why Choose Savant Wealth Management for Tax Advisory & Preparation

Tax planning often involves complex financial decisions that extend beyond annual tax filings. At Savant Wealth Management, our goal is to help clients navigate those decisions through proactive guidance and coordinated planning tailored to their unique financial situation. 

As a fiduciary, we work collaboratively across tax, financial planning, and investment disciplines to provide integrated guidance designed to support long-term financial outcomes. Through our tax consulting services and integrated approach to wealth management and tax planning, we can help clients evaluate strategies related to retirement income, charitable giving, and other financial decisions that may carry tax implications. 

Our approach emphasizes year-round communication and ongoing planning rather than a once-a-year focus during tax season. By combining proactive guidance with a coordinated financial strategy, we can help clients move forward with greater structure, clarity, and confidence through personalized tax advisory services. 

Frequently Asked Questions About Savant’s Individual Tax Advisory & Preparation Services

What are Savant’s individual tax advisory and preparation services?

Savant’s tax advisory and preparation services aim to help individuals navigate complex tax-related decisions through proactive planning and ongoing guidance. Our team works collaboratively to provide coordinated support across tax planning, tax preparation, and broader financial strategies. 

What is tax advisory and preparation, and how does it work?

Tax advisory and preparation involves evaluating your financial situation, preparing required tax filings, and identifying opportunities to improve tax efficiency throughout the year. It works by combining proactive planning with ongoing guidance to help support informed financial decisions and long-term goals. 

What do tax planning and preparation services include?

Tax planning and preparation services may include tax return preparation, retirement tax planning, charitable giving strategies, equity compensation and capital gains planning, trust and estate planning support, and ongoing guidance related to changing tax laws and regulations. 

Why are tax advisory services important?

Tax advisory services can help individuals navigate increasingly complex tax laws while identifying opportunities to improve tax efficiency and reduce unnecessary financial risk. Ongoing guidance can also help align tax-related decisions with broader financial goals. 

Who should consider professional tax consulting services?

Individuals with more complex financial situations may benefit from professional tax consulting services. These services can be especially valuable for those seeking coordinated guidance across tax planning, investments, retirement planning, and estate considerations. 

How does tax planning fit into a broader financial strategy?

Tax planning plays an important role in long-term financial decision-making. Integrating tax planning with investment management, retirement planning, and estate strategies can help create a more coordinated approach designed to support long-term financial confidence. 

Does Savant prepare individual tax returns, or only provide planning?

Savant’s in-house CPAs and tax professionals handle both. The same team that works alongside your advisor prepares your individual returns and provides year-round planning, so your return reflects the planning decisions you made during the year. 

About Savant Wealth Management

Savant Wealth Management is a leading independent, nationally recognized, fee-only firm. As a trusted advisor, Savant Wealth Management offers investment management, financial planning, retirement plan and family office services to financially established individuals and institutions. Savant also offers corporate accounting, tax preparation, payroll and consulting through its affiliate, Savant Accounting & Business Advisory.

Savant Wealth Management (“Savant”) is an SEC registered investment adviser headquartered in Rockford, Illinois. Past performance may not be indicative of future results. Different types of investments involve varying degrees of risk. Therefore, it should not be assumed that future performance of any specific investment or investment strategy, including the investments and/or investment strategies recommended and/or undertaken by Savant, or any non-investment related services, will be profitable, equal any historical performance levels, be suitable for your portfolio or individual situation, or prove successful. Please see our Important Disclosures.

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Savant By the Numbers

Savant Owl

25K+

Clients Served

1986

Year Established

73

Savant Offices

297

Employee Member-Owners

$58B

Client Assets – AUM & AUA*

*Company statistics as of 8/31/2026. Client assets refers to client assets under management (AUM) $56.5B and client assets under advisement (AUA) $1.5B.
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