New Service: Integrated Tax Preparation Through Elmwood Wealth

We are excited to share an important enhancement to our services: Elmwood Wealth is now offering full-service tax preparation for the upcoming filing season. 

For years, many of you have expressed the desire to simplify your financial life and reduce the stress of managing investments, planning, and taxes across multiple professionals. We listened. Starting with the 2025 tax year, our team can fully support your federal and state tax return preparation, seamlessly integrated with your existing financial plan and investment management.

Our goal has always been to provide clients with a more holistic approach to their personal finances, and that means taxes should no longer be viewed in a vacuum.  A client’s best outcome is when financial planning, investments, and taxes all work together leaving no room for missed opportunities or poor communication.  We believe from a service standpoint, it makes sense to combine these areas which will allow us to serve our clients better and make their lives easier.

We believe that tax planning and preparation should be a service that is available for every wealth management client. We are excited to announce our new Plus and Premier services which include tax preparation at an appropriate level. If you just need a simple return filed, or perhaps require more proactive advice, we have you covered.

Why include tax planning and preparation in a wealth management relationship?

• One team, one strategy: Investments, planning, and taxes coordinated proactively.
• Tax-smart investment decisions: Fewer surprises, better after-tax results.
• Time savings: Access to a sophisticated tax client portal.
• Better accuracy: Advisors already know your financial picture.
• Year-round support: Not just during tax season — true holistic planning.
• Optional tax projections: Know what’s coming before year-end.

This is a natural extension of our goal to provide thoughtful, proactive, team-based advice that simplifies your financial life.

Tax preparation is reserved exclusively for Elmwood Wealth Management clients and is designed to complement our current service model. It is, therefore, not available as a separate service on its own. Because of the comprehensive nature of this work, availability for the 2025 tax year is limited. Please let us know if you would like to start a conversation and learn more about our wealth management services.

_{DISCLAIMER: Past performance may not be indicative of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product made reference to directly or indirectly in this newsletter (article), will be profitable, equal any corresponding indicated historical performance level(s), or be suitable for your portfolio. Due to various factors, including changing market conditions, the content may no longer be reflective of current opinions or positions. Moreover, you should not assume that any discussion or information contained in this (article) serves as the receipt of, or as a substitute for, personalized investment advice from Elmwood Wealth Management. A copy of our current written disclosure statement discussing our advisory services and fees is available for review upon request.}