Tax Planning

Brilliant Financial Strategies, LLC

Tax Planning

True Tax Planning consists of an ongoing implementation of customized tax strategies that have been formulated for a particular business and personal situation. We put forth the necessary time and effort to understand the subtleties of our clients situations, so that we can create tax strategies that are specific to their goals. It is common in the industry to have generic tax plans that are inserted into any situation that fits. However, at BFS, we tailor tax strategies for our clients based on numerous criteria uniquely specific to each client. Our strategies are established along with your plan to make sure we take a panoramic root level approach. The people who benefit from this type of planning are professionals and business owners that are looking for more than what meets the eye.

Who We Are
Brilliant Financial Strategies is an independent financial planning firm that is dedicated to representing and guiding clients in their pursuit to reach their full financial potential. Our number one concern is our clients growth and transformation through our financial and tax planning process. See why people are turning to Brilliant Financial for a planning process that addresses life from all angles.

Clode Moradi, CFP®.read more

Clode Moradi
MSPFP, CFP®, FBS®
Founder
Lead Financial Planner

                                       

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Who We Are
Brilliant Financial Strategies is an independent financial planning firm that is dedicated to representing and guiding clients in their pursuit to reach their full financial potential. Our number one concern is our clients growth and transformation through our financial and tax planning process. See why people are turning to Brilliant Financial for a planning process that addresses life from all angles.

Clode Moradi, CFP®.read more

Clode Moradi, CFP®
Founder
Lead Financial Planner

Dion Tahmassianread more

Dion Tahmassian
Financial Planning Administrative Manager