Tax planning is creating a strategy to appropriately reduce your tax liability and optimize your tax withholdings so there are no surprises at the end of the year. It may involve contributions to tax-advantageous retirement plans, tax-eligible charitable donations, rebates, exemptions, and gain-loss harvesting on investments.
We believe investment planning and tax planning go hand-in-hand. We would also be delighted to work in conjunction with your tax professional on any tax strategies. If you do not have a tax professional, consider working with Cambium’s sister firm, Padgett & Perea LLC, for your tax and accounting needs.
We take the complexity out of your taxes
In 2014, Jodi Padgett and Bree Perea founded the company Padgett & Perea LLC to assist clients with taxes. With over 40 years of combined experience, Jodi and Bree are dedicated to providing affordable, comprehensive tax planning and financial confidence. Through word-of-mouth sharing by satisfied clients, what started as a labor of love has grown into a thriving business, and together, these ladies now handle taxes for over 500 clients.
Jodi is a qualified tax planner and also deeply knowledgeable about investment strategies. She has her CFP and master's in financial planning. Bree is an enrolled agent with her master's in accounting. Tax clients will benefit from their experience in the both the tax and investment worlds.
