OneSource Tax Advisors Opens Doors With Innovative Year-Round Tax Preparation Service
MALVERN, Pa., Feb. 10, 2015 /PRNewswire/ -- OneSource Retirement Advisors, the Malvern-based firm that combines investment management, financial management, tax planning and legal expertise, has opened a new operation, OneSource Tax Advisors, to offer a similarly comprehensive approach to tax preparation.
OneSource Vice President of Finance, Frank Ortner, notes that, unlike traditional tax preparation services, OneSource Tax Advisors focus on year-round, real-time tax preparation. With OneSource's broad financial management, retirement planning, investment management and estate planning, it is well positioned to offer expert tax guidance.
"The best tax preparation service is one that allows a client to react immediately when a tax situation changes," says Ortner. "Waiting until the year is over is akin to a forensic analysis: the opportunities for savings are already lost, and there's limited recourse for tax underpayment. We keep our clients, typically executives and other professionals who are likely to face changing tax situations, prepared to adjust their tax strategies throughout the year."
Other unique OneSource Tax Advisors services include an annual tax organizer that features a summary of tax facts and considerations, customized year-long communications options, a five-year tax history report, predictive tax analyses and expert recommendations to reduce a clients' future taxes.
ABOUT ONESOURCE RETIREMENT ADVISORS
Founded in 1999, Malvern-based OneSource Retirement Advisors has grown to over $250MM in assets under management. The company helps its customers through retirement transitions using a unique multi-disciplinary approach comprising investment management, tax planning and estate counseling. This method allows the firm to consider and solve problems outside of traditional financial boundaries. OneSource Tax Advisors is a new operation of OneSource Retirement Advisors that offers a similarly comprehensive approach to tax preparation. OneSource Retirement Advisors is headquartered at Chester County Commons, 4 Mystic Lane, Malvern, PA 19355 and can be reached at 844-413-2986.
Press Contact:
W. Edward Pierce
ITA Communications
Media, PA 19063, USA
1-610-585-0801
Email
SOURCE OneSource Retirement Advisors
Related Links
http://www.OneSourceRetirement.com
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