Tax Planning


Our goal at Kiaros is to make sure that you are in the most favorable tax position with your financial plan and strategy. We will work with you to determine the best ways to save money on taxes and maximize your benefits. This includes retirement planning and maximizing your 401(k).

Tax planning is analyzing one's financial situation and formulating a plan that considers all relevant tax laws to minimize your taxes. A tax-efficient plan minimizes the amount of taxes you pay. A well thought out financial plan should include strategies for reducing your tax liability. Reduction of tax liability and maximizing the ability to contribute to retirement plans are crucial for success.

Investment advisory and financial planning services offered through Kiaros Advisors, LLC, a registered investment advisory firm. Insurance services offered through Peter Kisver are independent of Kiaros Advisors, LLC. Kiaros Advisors, LLC does not give legal or tax advice.