Taxation

“We believe that paying taxes is an obligation, but why shouldn't we be sure that our clients pay the least possible tax?”

- Marciel J. Camacho


Tax planning considers the tax implications of individual, investment, or business decisions, usually with the goal of minimizing tax liability. While decisions are rarely made solely on their tax impact, you should have a working knowledge of the income or estate tax issues and costs involved.

Everything you do in life is tax positive or negative. Any kind of investment has a tax structure. Lexington Financial brings 20 years of experience to tax management. We know the tax implications of various investment vehicles. As your financial professional, we will guide you through the process and help you make selections that are appropriate and tax efficient.

Preparing for Taxes

  • Planning
  • Timing of Income
  • Timing of Deductions
  • Alternative Minimum Tax
  • Charitable Deductions
  • Social Security
  • Business Tax
  • Investment Tax
  • Real Estate
  • Tax Exempt
  • Tax Deferred
  • Gift Tax
  • Estate Tax