tax strategies

“The hardest thing in the world to understand is the income tax.”

– Albert Einstein

There’s a good reason there are more than 600,000 CPAs in the U.S. alone. Taxes are complex, and the laws regulating them refuse to sit still.

We can help with your tax planning as your investment advisor.

While JL Bainbridge does not provide stand-alone tax strategy services, consultations with you and your CPA are already included in our fee for managing your investments.