Tax Advisory services with Coffman & Company, P.C.
A Trusted Partner
For over 35 years, our firm has been a trusted partner for individuals, families, and businesses seeking expert tax advisory and financial planning services. We take pride in delivering quality, tailored solutions designed to help you achieve your financial goals.
At the heart of our approach is collaboration—we work closely with you to understand your unique needs and aspirations, ensuring every strategy aligns with your vision for the future. Whether it’s optimizing your tax position or preparing for life’s big milestones, we focus on delivering positive, measurable outcomes that build confidence and long-term success.
Why work with us
- Tax planning
- Over three decades of experience
- Guidance from a team of CPAs and CFPs
- No commissions. Unbiased advice.
Comprehensive Tax Advisory Solutions
RETIREMENT TAX PLANNING
We strategically plan the optimal timing for withdrawals from tax-free, tax-deferred, and taxable accounts, as well as timing Roth conversions to minimize taxes in retirement.
ESTATE TAX PLANNING
We develop tax-smart strategies to thoughtfully pass on your legacy to your heirs and support charitable causes.
RISK MANAGEMENT PLANNING
We evaluate solutions to safeguard your assets and minimize the need to liquidate taxable investments .
Social Security Planning
We analyze multiple scenarios to strategically maximize your Social Security benefits while minimizing tax impact.
Education Planning
We evaluate the most tax-efficient education strategies, from college funding plans to student loan debt repayment.
Cash Flow Analysis
Gain a clear, visual understanding of how every dollar is allocated and uncover tax strategies tailored to your unique goals.
*We will prepare your tax plan after consideration of your tax objectives and goals, and your present and forecasted tax situation. We do NOT provide investment services, custody client assets, or advise on specific securities or investment products. Any planning is solely from a tax perspective and should not be interpreted as investment advice.
Sample Plan
