Smarter, Integrated Approach to Wealth, Tax, & Accounting.
Comprehensive tax management to fit seamlessly with your wealth management strategy.
An Integrated Approach to Tax & Accounting
At Affinity Wealth Management LLC, together with our sister company, NANNAS, HAINES & SCHIAVO, P.A. and Affinity Tax, we are seeking to redefine how individuals and business owners experience wealth management, advisory, tax, and accounting services.
Instead of navigating multiple firms and disconnected advice, we integrate these essential financial components into one cohesive platform. The result: a seamless, strategic experience designed to simplify your life, optimize your wealth, and give you confidence that tax savings aren’t being overlooked.
Tax management designed to fit seamlessly within your broader wealth management strategy.
Affinity offers clients integrated tax services that complement a holistic wealth plan and help you keep more of what you’ve earned. We collaborate with you through our wholly owned sister company, NANNAS, HAINES & SCHIAVO, P.A., for efficient, effective tax management.
Our Comprehensive Tax Services
Personal Tax Planning
Customized strategies that align with your unique financial situation to seek to maximize tax efficiency, minimize unexpected tax burdens, and create clarity around your current and future tax implications.
Tax preparation & strategy – Preparation of your individual tax return combined with a comprehensive look at how we can mitigate your tax burden
Tax-loss harvesting - Offset gains with strategic investment decisions
401(k) analysis - Maximize employer retirement benefits
Estate and gift tax planning - Preserve wealth across generations
Roth conversion strategies - Identify optimal timing for tax-advantaged growth
Medicare planning - Avoid unexpected premium surcharges through income management.
Withholding analysis - Ensure appropriate tax withholding to prevent surprises.
Business Tax Planning
We know that proper tax planning can give your business a leg up. We go beyond basic compliance and help your business optimize taxes where possible.
Tax preparation - Expert tax return preparation for all entity types.
Bookkeeping - Financial record maintenance to identify potential missed deductions.
Financial statement preparation - Creation of detailed financial statements that provide business clarity.
Strategic tax consulting - Addressing specific business challenges like entity restructuring to compensation planning.
Tax credit identification - Identification of available business tax credits, including research and development and hiring incentives.
A Unified Financial Experience: Built for you.
Whether you need comprehensive wealth management, personalized tax guidance, or a fully integrated approach across all financial disciplines, our combined team is here to help you live more fully.
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