Integrated Tax Planning and Preparation Services

The integrated tax services at Pathview Wealth Advisors​ include working with a team of financial advisors and CPAs for tax planning and tax return preparation, using charitable planning, stock options, and other strategies to help ensure maximum tax savings and portfolio growth.

TAX PLANNING

Proper tax planning to lower your tax liability

CHARITABLE PLANNING

Support the causes important to you through proper charitable planning

TAX RETURN PREPARATION

Tax return preparation done with your full financial life in mind

STOCK OPTIONS

Take advantage of your stock options with smart tax planning

Don’t pay more in taxes than you have to

Take advantage of the integrated tax services offered at Pathview Wealth Advisors by scheduling a free introductory meeting today!

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1455 Frazee Road, Suite 700
San Diego, CA 92108

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P: (619) 295-0200
F: (619) 295-0210