Services > Tax Planning & Preparation

Tax Planning & Preparation

It’s important as a retiree to ensure you’re taking your retirement income from the most efficient area of your nest egg. Our tax advisors are here to help you accomplish this with confidence. We’ll examine your taxes closely to make sure you aren’t paying any more than is absolutely necessary. We will help you save even more during tax season by preparing taxes at a reduced rate for those who are 50 years or older.

 

Tax Preparation
Our clients benefit greatly when their taxes and finances are fully aligned, so as a part of our comprehensive services at The Dowd & Associates, Inc. we staff accountants who are ready to help you prepare your taxes in the coming year. We prepare income taxes for people who are retired starting at $99.

Reduce Your Taxes with Tax Planning
You’ll have our expertise on your side to help you take advantage of additional tax deductions, credits, exemptions and adjustments available to you. Our tax advisors will find ways for you to minimize your taxable income while also building long-term solutions that may lead to even greater tax savings down the road.


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Financial Planning and Advisory Services are offered through Prosperity Capital Advisors ("PCA") an SEC registered investment adviser with its principal place of business in the State of Ohio. PCA and its representatives are in compliance with the current registration requirements imposed upon registered investment advisers by those states in which PCA maintains clients. PCA may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements. Any subsequent, direct communication by PCA with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. Dowd & Associates and PCA are separate, non- affiliated entities. PCA does not provide tax or legal advice. (Insurance and Tax Services, etc.) offered through Dowd & Associates are not affiliated with PCA. Information received from this website should not be viewed as investment advice. Content may have been created by a Third Party and was not written or created by a PCA affiliated advisor and does not represent the views and opinions of PCA or its subsidiaries. This site may contain links to articles or other information that may be contained on a third-party website. PCA is not responsible for and does not control, adopt, or endorse any content contained on any third-party website. For information pertaining to the registration status of PCA, please contact the firm or refer to the Investment Adviser Public Disclosure web site (www.adviserinfo.sec.gov). For additional information about PCA, including fees and services, send for our disclosure statement as set forth on Form ADV from PCA using the contact information herein. Please read the disclosure statement carefully before you invest or send money.