Tax Planning & Preparation Professional Referral





     Ethan Hays, CFP®, CPA

     (816) 537-5148

Ethan & Rick founded Lighthouse Tax Strategies to help bridge the communication gap between financial advisors and tax advisors. Many tax advisors only consider preparation when it comes to taxes, just like many financial advisors may not consider how investment recommendations will impact their clients' tax situation. Ethan is a Certified Public Accountant (CPA) and started preparing taxes for Lighthouse Financial Strategies investment clients to help clients benefit from detailed tax planning that takes into account both investment and tax strategies. We discuss tax strategies such as Qualified Charitable Distributions (QCD), tax loss harvesting, IRA to Roth conversions, tax implications of legacy objectives and much more. With in-house tax services, clients will have one convenient location for their financial services.

If you have questions or are interested in our tax services, please call our office for more information.

Lighthouse Tax Strategies tax preparation and consulting services are not offered through the cfd companies. The cfd companies do not provide tax or legal advice.