A new way to look at taxes
Tax Consulting is a sophisticated approach to addressing taxes and investing. It sits at the intersection of tax planning, tax aware investing, and tax preparation.
Our tax advisory services are designed to help ensure you pay the least amount of tax possible. This level of strategic alignment between financial advisor and CPA is rare, something less than 5% of Registered Investment Advisor firms are able to offer clients.*
Tax Consulting Solutions
Basic
Tax preparation and filing for individuals and businesses.
Core
Receive a detailed tax plan outlining key strategies for you to implement to help ensure you get the maximum tax savings.
Core+
Receive a detailed tax plan and the support from SteelPeak to implement the plan, including creating legal entities and deductions.
Comprehensive
Our most in-depth offering, includes everything from preparing and filing, to developing and implementing a tax plan with quarterly reviews. Pricing dependent on complexity.
Hear from our team about tax consulting
Disclosures
*Sources: Company research, Cerulli Associates, RIA Intel
SteelPeak Wealth, LLC (“SteelPeak”) is an SEC registered investment adviser with its principal place of business in Woodland Hills, California. SteelPeak and its representatives are in compliance with the current registration requirements imposed upon registered investment advisers by those states in which SteelPeak maintains clients. SteelPeak Wealth, LLC does not engage in the practice of rendering legal or tax advice. In the event a client requires tax preparation services, SteelPeak will recommend SteelPeak Tax Consulting, LLC (“SP Tax Consulting”). These services are rendered independent of SteelPeak and pursuant to a separate agreement between the client and SP Tax Consulting. The Firm does not receive any portion of the fees paid by the client to SP Tax Consulting. However, SP Tax Consulting is under common control and ownership of the Firm. There exists a conflict of interest to the extent that the Firm and/or SP Tax Consulting recommends the services of the other Party.
SteelPeak 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 SteelPeak 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. SteelPeak is not licensed to and does not engage in the practice of rendering legal advice. Any discussion regarding legal matters, apart from tax advice through its affiliate SP Tax Consulting, LLC, is for informational purposes only. We strongly encourage clients and prospective clients to seek advice from qualified legal and tax professionals before making decisions based on any information provided in our communications. Investing and tax planning involve risks, including the loss of principal. While SteelPeak’s tax planning strategies aim to minimize clients’ tax burdens and optimize financial outcomes, there are inherent risks involved. Market conditions, regulatory changes, and individual circumstances can impact the effectiveness of any tax strategy. As such, there can be no assurance that any tax planning strategy will achieve its intended results. Clients should be aware that certain strategies may require taking actions that involve additional legal and financial considerations. Our comprehensive approach to wealth management and tax planning is designed to address a wide range of financial needs and objectives. However, every individual’s situation is unique, and strategies that are effective for one client may not be suitable for another. Therefore, all information and advice are provided with the understanding that it is not personalized investment advice. Clients and prospective clients should conduct their own due diligence and consult with their own advisors before making any investment or tax planning decisions.
The material is limited to the dissemination of general information that may not be suitable for everyone and should not be construed as personalized advice of any kind. Furthermore, this material should not be regarded as a complete analysis of the subjects discussed. For additional information about SteelPeak, including fees and services, see our disclosure statement as set forth on Form ADV from SteelPeak using the contact information herein, or refer to the Investment Adviser Public Disclosure web site (www.adviserinfo.sec.gov). Please read the disclosure statement carefully before you invest or send money.
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