Claro Advisors, a Registered Investment Advisor based in Boston, is proud to announce the official launch of TaxSavingStrategies.com, a new website designed to help high-income individuals, investors and small business owners identify overlooked tax savings opportunities using advanced AI technology.
Founded by Patrick McNamara, a Certified Financial Planner™ at Claro Advisors, TaxSavingStrategies.com addresses a common pain point: many taxpayers overpay due to a lack of understanding about how their investment income is taxed or because they aren't using tax-efficient investment strategies. The platform helps users identify opportunities for strategies such as Roth conversions, tax-efficient withdrawals, and other long-term planning moves that can significantly reduce future tax liabilities.
“Most people rely on accountants who focus on tax preparation, not proactive tax planning that could save them thousands,”said McNamara. “While we're not accountants, the AI software we use helps supplement the work of CPAs by identifying tax-saving strategies they might not have the time or tools to uncover. It's about bridging that gap and helping people take full advantage of the tax code. Investors are also using outdated investment vehicles and strategies that are not tax efficient, which can quietly erode wealth over time.”
TaxSavingStrategies.comcombines smart technology with Claro Advisors' financial expertise to deliver a simple, efficient, and secure way to gain a second opinion on past tax returns-and take actionable steps to reduce lifetime tax obligations, helping users live better lives with greater financial independence.
For more information or to get your tax return reviewed, visit www.taxsavingstrategies.com.
Media Contact:Patrick McNamara, CFP®Claro AdvisorsEmail: 395238@email4pr.comPhone: 617-769-2226Website: www.taxsavingstrategies.com
Disclaimer:Claro Advisors, LLC. (“Claro”) is a Registered Investment Advisor with the U.S. Securities and Exchange Commission (“SEC”) based in the Commonwealth ofMassachusetts. Registration of an Investment Advisor does not imply any specific level of skill or training. Claro does not provide tax, accounting, or legal advice to clients. Custody services and other brokerage services provided to clients of Claro Advisors, LLC are offered by Fidelity Brokerage Services LLC and Charles Schwab Inc., Members NYSE/SIPC.Information contained herein is for educational purposes only and is not to be considered investment advice. Claro provides individualized advice only after obtaining all necessary background information from a client.Disclosuresand Terms of Use.
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