Tax Services

Tax Planning & Preparation Services

At Princeton Financial Group, we guide our clients through a full- range of tax planning and preparation decisions with the aim of minimizing your aggregate tax liabilities and maximizing your cash flow. We use our expertise and experience to examine your individual situation and create a strategy to optimize your financial opportunities.

Entity Selection and Restructuring

Often it is the questions you don’t ask that get you in the most trouble. Princeton Financial Group knows one of the most important decisions you can make as a business owner is your choice of entity. It is a decision that will have a large and lasting impact on your taxes and other liabilities. Each choice has its advantages and disadvantages, and it is important you select the entity that is the right fit for your specific circumstances. From your company’s inception through its growth and development, Princeton Financial Group, can advise you on choosing an entity type and even restructuring if later circumstances make it more advantageous. With our knowledge and expertise, you can trust that you have the right entity type for the functions your business performs.

Estate and Trust Planning and Tax Preparation

Effective estate and trust planning can ensure financial security for you and your loved ones. At Princeton Financial Group, we know working hard and building wealth is only the beginning. No matter where you are in your life’s journey, it is always a good idea to protect what belongs to you and your loved ones. We work with our clients to ensure that the wealth they have worked hard to create is secure. Working with attorneys and other professionals, we will help create or update an asset protection and estate planning strategy that is as simple as possible, but as complex as necessary. 

Advanced strategies may include:

• Asset protection trusts
• Irrevocable life insurance trusts
• Gift programs
• Minors’ trusts
• Generation-skipping trusts
• Tax planning
• Business planning
• Family LLCs or Family LPs
• Structured ownership, reorganization
• Charitable planning, including private foundations and charitable trusts