Tax planning is a year-round event

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January is when most people start thinking about taxes. And, for a great deal of them, April 15th is when they stop. But tax minimization is just the beginning of a holistic approach to financial long term success and well-being. Whether you are planning for retirement, preparing for education expenses or building your business, it’s imperative that you have a financial plan to match your needs so you’re ready for whatever lies ahead.  To get started, check out our 2014 planning checklist.

For more information, call Alex Franch at 781.789.7200. WorthTax has locations in Norwell, Dedham, and Weymouth, Massachussetts.
Alex Franch

Mr. Franch is a Tax Specialist and Partner at Joseph Cahill & Associates / WorthTax. He has a diverse background including a Bachelor of Science from Boston College in Mathematics and extensive military service. Mr. Franch is an Enrolled Agent and has eight years of tax preparation experience. He has been serving individuals, families, and businesses for several years with tax and financial planning strategies and is a junior partner with the firm. Mr. Franch is licensed by the Financial Industry Regulatory Authority (FINRA) with a Series 6, 63, 65, and 7, and by the Commonwealth of Massachusetts Division of Insurance.