Tax Planning in Atlanta

Scarlet Oak Financial Services considers the tax implications* of your total financial picture to help you understand ways to lower your tax burden now or in the future. We educate you on the pre-tax and post-tax account options and how to use them to your advantage strategically.

While we don’t prepare tax returns, we do work with your tax professional to review and help mitigate your long-term tax situation. Coordinating with your other trusted advisors, such as your CPA, estate planning attorney, and others, to establish an integrated plan that meets your needs and works with your whole financial picture.

If you have any questions regarding investing and your tax strategy, contact us to set up a complimentary visit. We work with clients in Atlanta and across the country. Scarlet Oak Financial Services can be reached at 800.871.1219 or contact us here.


*Scarlet Oak Financial Services does not offer legal or tax advice. Please consult the appropriate professional regarding your individual circumstance. We are not associated with or endorsed by the IRS or any other government agency.

Explore Our Tax Planning Services

  • Tax-advantaged plans, savings, and investments

  • Coordination of financial plan with your CPA or accountant

  • Roth Conversions