Our Leadership Team
Find An Advisor
Our Platform
Advisory
Alternatives
Insurance
Specialized Services
Individual Investors
Retirees
Business Owners
Family Offices & Institutions
Doctors
Tenants
Accountants
We Understand Fiduciary Tax Laws
Our tax and accounting professionals have many years of experience helping clients just like you. We work closely with investment advisors, attorneys, and other financial professionals so that we are able to develop a long-term estate plan that meets the individual needs of every client. We also stay current on tax law changes that affect estate and tax trust preparation.
Our Estate and Trust Tax Services Include:
- Based on careful analysis of your tax situation we make sure you take every tax credit and deduction you deserve on your tax return.
- We help you set up a recordkeeping system that meets IRS requirements.
- We work with you all year long–not just at tax time to develop tax planning strategies that lower your tax bill.
- We review and adjust your paycheck withholding so that it accurately reflects your tax situation and lets you keep more of your money (why give the IRS a free loan?).
- We help you understand how to defer tax liabilities through pension plans, retirement contributions, and similar plans.
- We make sure you take advantage of certain investments to produce tax-exempt income (federal or state or both).
Ready to Take the Next Step?
Preparing income tax returns for trusts and estates can be complicated and if you haven’t developed an estate plan it’s not too late.
Contact us today by filling out the form below. You’ll be glad you did.
Please fill out the form below to contact us.
"*" indicates required fields
Our Clients Most Trusted, One-Stop Financial Resource
“We have a similar philosophy towards finances and life in general; I rely on my Larson advisor’s advice to guide my financial decisions because I trust and respect him. I have already referred several friends and colleagues to him and will continue to do so.”
Disclosure
“My favorite thing about working at Larson is that I don’t feel that I have had to choose between my career and my personal life. Thanks to Larson, I have the opportunity to thrive in both areas. Larson is comprised of incredible employees across all departments, with one common goal – to empower all to flourish.”
Disclosure
“The Larson Foundation has left lasting marks upon Urban K-Life of St. Louis. Their sincere partnership and resources to help develop and nurture urban youth have been genuine, invaluable, engaging, and effective.”
Disclosure
“Larson Financial provided my family with a great sense of peace and security as we embarked upon retirement. The team evaluated all aspects of our financial situation to make sure that every component (taxes, insurance, wills, trust, charity…) was covered.
The expertise that went into developing and pressure testing our individual financial plan is exceptional. We feel confident that our financial future is secure no matter what disaster the future might throw our way. “