Welcome to Larson Tax & Financial, Inc.
Our goal at Larson Tax & Financial is to provide you with expert guidance and innovative solutions that are right for you, and for those who depend on you. Whether focused on your personal finances, your business or both, our team of financial specialists and advisors will create individualized solutions to help you pursue your financial goals.
We encourage our clients to contact us throughout the year when issues arise that they think may affect their taxes. We believe it is better to be proactive than reactive and to know how transactions will affect the tax return before they occur, not after.
At Larson Tax & Financial, Inc. we specialize in helping our clients achieve greater financial peace of mind.
Estimating Your Estate Taxes
Estate tax laws have changed a few times in recent years. Do you know the new rules?
Keeping Summer Safe: Pool and Spa Safety Tips
Each year hundreds of children die or are injured in pool accidents. By taking seven steps, you can keep your pool safe.
Social Security: Maximizing Benefits
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
What did the 2017 Tax Cuts and Jobs Act change? Here's a quick snapshot.
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
An inside look at how marginal income tax brackets work.
Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
Six overlooked tax deductions to help manage your tax bill.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Use this calculator to better see the potential impact of compound interest on an asset.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Determine your potential long-term care needs and how long your current assets might last.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Use this calculator to estimate your capital gains tax.
There are some smart strategies that may help you pursue your investment objectives
Principles that can help create a portfolio designed to pursue investment goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
Investment tools and strategies that can enable you to pursue your retirement goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are three things to consider before dipping into retirement savings to pay for college.
Do you know how to set up your financial goals for success? This knight does.
Even low inflation rates can pose a threat to investment returns.
What are your options for investing in emerging markets?
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Making the most of surprises is a great reason to work with us.