At Didion Wealth Management, We also offer tax preparation and consulting services for select clients.*
We have a unique understanding of how taxes impact all areas of your finances, including your investments and your retirement. Therefore, taxes is an area you can't afford to overlook.
Individual Tax Returns
We can help you file your personal income tax return (1040). We will work with you to help ensure your tax return is done correctly, while looking for ways to lower your overall tax liability both now and in the future.
Small Business Tax Returns
If you own a small business and/or rental property We can help prepare your return for you, ensuring that it's done correctly while also looking for tax planning Opportunities to help you lower your overall tax liability.
We can help with single owner LLC business returns (Schedule C), Single owner S-Corps Returns (1120S), as well as Rental Property Returns (Schedule E)
*Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC. Tax related services offered through Didion Tax Services LLC DBA Didion Wealth Management. Didion Tax Services LLC is a separate legal entity and not affiliated with LPL Financial. LPL Financial does not offer tax advice or tax related services.