Tax Planning Services

Strategies for Reducing Personal & Business Taxes

You don’t have to dread tax time. Tejeda Financial provides effective tax planning strategies to help you manage your cash flow and lower your taxes so you can address your financial goals.

What’s Your Tax Strategy?

Have you ever wondered if you’re paying more income tax than you should? Are you concerned about taxes whittling away at your retirement income? Do you worry about underpayment penalties for estimated taxes on your business? With a solid tax planning strategy, you don’t have to.

tax planning

Wichita Tax Planning

If you’re looking for ways to lower your income taxes, reduce estate taxes, make the most of your retirement funds, effectively finance your child’s education and more, Tejeda Financial can help. As a Wichita tax planning firm, we’ll recommend strategies to:

  • Increase tax savings with available tax credits
  • Reduce capital gains tax
  • Avoid underpayment penalties for estimated taxes
  • Manage your cash flow
  • Protect income from taxes
  • Business tax planning
  • Year-end tax planning
  • Estate tax planning strategies
  • Retirement tax planning

Angie Tejeda is not a Certified Public Accountant (CPA) and cannot give tax advice.
She does work with CPAs in Wichita who can provide assistance with complex tax situations.

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Customized Tax Planning Strategies

Tax planning is a key component of an effective financial strategy, and there is no one-size-fits-all solution. At Tejeda Financial, we take the time to understand your unique situation before providing recommendations. Your individual tax strategy may include insurance, investments, charitable giving planning, retirement and education savings. When you’re looking for ways to lower your taxes, count on us for:

  • Tax planning strategies for high income earners
  • Tax planning strategies for individuals & families
  • Tax planning strategies for business owners

Why Work with Tejeda Financial

Angie Tejeda, MBA MRFC, is an experienced financial advisor in Wichita providing tax planning for individuals and small businesses. She is your go-to resource for efficient strategies for state and local income taxes, property taxes, mortgage interest, small business taxes, business equipment purchases and more. Angie takes an educator approach to empower her clients with knowledge, often drawing financial and tax concepts on the board. She is a consultant, not a dictator, so you can make the decisions that work best for you. And with more than 20 years of experience, Angie has helped clients navigate a wide range of tax situations.

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Angie Tejeda