Tax Strategy

We’ll work with you to develop a tax strategy.

One part of planning for your retirement is determining your current and future tax liability and developing a tax strategy to help minimize the amount of taxes you pay during retirement. Tax planning is an integral part in planning your legacy and can directly impact the amount of wealth you will be able to transfer to your heirs and beneficiaries. We will help you review if your customized retirement plan is able to take advantage of tax credits and deductions to help maintain what you’ve worked hard to save.


Travis M. Sherman Wealth Management, LLC has a strategic alliance with Stovall & Associates, Ltd. through which we utilize a team of certified public accountants to supply tax planning, preparation, and filing services to serve our clients. Based upon their unique set of retirement goals, in addition to their income and expenses, our clients are afforded the benefit of minimizing their tax burdens while building a foundation for a sustained tax reduction strategy throughout your retirement.

Stovall & Associates, Ltd. monitors tax law changes specific to retirement planning, providing sound and dependable tax strategy recommendations, in addition to serving as your advocate in tax matters. Based on this strategic alliance, we will carefully craft a sound, dependable recommendation to help minimize tax liabilities from year to year. Our clients’ tax returns are prepared to take advantage of deductions, credits and exclusions in order to minimize your tax burden.

Tax Planning Services through Stovall & Associates, Ltd.:

  • CPA-prepared Roth conversion analysis
  • CPA-prepared second opinion prior year individual and business tax return reviews
  • CPA-prepared year-end tax filing services
  • 1040 tax optimization reports
  • Personalized tax reduction reports

Travis M. Sherman Wealth Management, LLC does not offer tax planning services, but has a strategic alliance with Stovall & Associates, Ltd., to provide accounting and tax services.