CCFP Tax Solutions


Let us help with all your pressing tax needs

CCFP Tax Solutions

Changes in tax laws can have a significant impact on your retirement income. As a partner to Capital City Financial Partners, we aim to help you avoid surprises and take the stress out of tax time. We’ll work with you to address all your tax planning needs so you can feel confident you’re minimizing your tax liabilities while maximizing your returns.

Our Tax Services

Tax Planning

Tax Planning

A holistic financial strategy accounts for tax planning now and in the future. Depending on your situation, we may recommend a combination of taxable, tax-deferred and tax-free accounts to protect against future tax burdens and maximize your retirement income.

Tax Preparation

Tax Preparation

Every year, Congress makes changes to the tax laws. It can be confusing and overwhelming to try and keep up. Luckily, you don’t have to be an expert in tax law — we’ve got that covered. We will help prepare your taxes and ensure you are not overpaying in taxes or subject to unpleasant surprises to your bottom line.

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Inspired to Retire

Is it ever too late to plan for retirement? How can I reduce my taxes without increasing my risk tolerance? What is asset allocation exactly and how can it affect my taxes?

You’ve got questions. We’ve got answers.

Check out our “Inspired to Retire” blog where we address taxes, retirement and the most common issues retirees face today.

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Are You Paying too Much in Taxes in Retirement?

Don’t let taxes derail your retirement!

With our free guide, you’ll better understand how taxes could affect your retirement income, including:

  • The different types of retirement accounts
  • Why tax laws are ever-changing
  • Options for tax deductions in retirement

Download your free guide today!

Need Help Preparing Your Taxes?

Have questions or concerns about preparing your taxes? Schedule a meeting today.

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Or give us a call at 803.782.0671.