Savant Wealth Management

Tax Advisory & Preparation

Part of Your Integrated Team

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 a fluid set of regulations make the need for professional tax assistance clear.

Savant’s in-house team of tax professionals and CPAs focuses on the details, regularly following the status of 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.

Our tax team collaborates with your advisor to uncover and identify ongoing opportunities for you and your business 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 families, partnerships, corporations, and trusts. Savant has a large, credentialed team of CPAs and tax professionals ready to partner with you.

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The complex nature of tax laws and the high cost of failing to comply with an ever-changing set of regulations make the need for professional tax assistance clear.

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About Savant Wealth Management

Savant Wealth Management is a leading independent, nationally recognized, fee-only firm serving clients for over 30 years. 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 Tax & Consulting.

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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