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Tax Planning

Perhaps the most impactful piece of retirement planning is determining your current and future tax liability and developing strategies to minimize the amount of taxes you pay in retirement.  Tax planning can have a large impact on the amount of wealth you will be able to transfer to your heirs. We will help ensure that your retirement plan takes full advantage of available tax credits and deductions to ensure that you and your heirs are maximizing wealth for generations to come.

Lonestar Wealth Management has a strategic alliance with Stovall and Associates, LTD; utilizing their team of CPA’s to provide tax planning, preparation and filing services for our clients. Our clients receive proactive advice on tax reduction strategies based on income, expenses, individual needs, and goals. Proactive tax planning allows our clients the opportunity to minimize tax burdens and build a solid foundation of tax reduction strategies that can result in years of tax savings.

Throughout the year, Stovall and Associates will monitor tax law changes that could affect our clients, recommending tax savings strategies as well as serving as your advocate in tax matters. Our client’s tax returns are prepared to take advantage of all the deductions, credits, and exclusions allowed to minimize your tax burden.

Based on this strategic alliance, we will implement a sound, well-thought-out financial strategy to minimize year-to-year tax liabilities and provide the opportunity to maintain your current standard of living throughout retirement.


Tax Planning services include:

  • CPA Prepared Roth Conversion Analysis
  • CPA Prepared 2nd Opinion Prior Year Individual and Business Tax Return Reviews
  • CPA Prepared Year-End Tax Filing Services
  • 1040 Tax Optimization Reports
  • Personalized Tax Reduction Reports