Broker Check

 

 

CPATAX SERVICES, INC.

 

 

2200 W. Higgins Road Suite 305

Hoffman Estates, IL 60169

p. 847.630.6075

f. 847.278.1864

What Is Tax Alpha?

You may ask, what is tax alpha? It’s the value that is added to a client’s financial plan by optimizing sound tax strategies. If “alpha” is the return generated by an advisor’s skill in picking and managing investments, then “tax alpha” protects that return and generates a boost by making sure that taxes don’t eat away more of a client’s wealth than absolutely necessary. HD Vest Advisors deliver tax alpha through their ability to gain insights from your taxes and leverage that information to provide you with a holistic view of your financial plan.