Tax Planning

Taxes play a starring role in the theater of retirement planning. Everyone is familiar with taxes (you’ve been paying them your entire working life), but not everyone is familiar with how to make tax planning a part of their retirement strategy.

The Retirement Halftime Show

Featured Episodes

Minimizing the Tax Burden

Episode Two, Season 3

Alexander Joyce sits down with Advisor & Tax Planning Executive Marquita Berry to explore best practices in tax strategy. 

Tax Planning and Goal Setting

Episode Four, Season 3

Advisor & Tax Planning Executive Marquita Berry explains how a tax plan can help your entire financial well-being on this segment of the Retirement Halftime Show.


Frequently Asked Questions

Tax Advisors are also known as “Enrolled Agents” and “Certified Public Accountants”.  Tax Advisors are up-to-date on ever-changing tax laws to provide effective tax-planning strategies. 

Tax planning and tax reporting are two very different things. Most people only report their taxes. March rolls around, and people pull out their 1040s or use Tax Software to enter their income and taxable assets, and ship it off to Uncle Sam at the IRS. If you use a CPA to report your taxes, you are essentially paying them to record history. You have the option of being proactive with your taxes and planning for your future by making smart, informed decisions about how taxes affect your overall financial plan. Working with a financial professional who, along with a Certified Public Accountant (CPA), makes recommendations about your finances to you, will keep you looking forward instead of in the rearview mirror as you enter retirement.

ReJoyce Financial Consultation

$199 Tax Analysis, Preparation and Filing Service

We are now offering new customers or non-clients our tax filing service for $199.

For new customers or non-clients, our tax filing fee starts at *$199. ReJoyce Investment Advisory’s current clients receive complimentary access to these advantageous services. 

Expect sound guidance to help you create a successful future for yourself and your family.

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Mortgage Consultations with
Loan officer Tim Ayers

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