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Tax Planning

Proactive tax planning allows you the opportunity to minimize tax burdens and build a solid foundation of tax reduction strategies that can result in years of tax savings.


Burgos & Brein works with Certified Public Accountant Nick Stovall, owner of Stovall & Associates, LLC to provide tax planning, preparation and filing services for our clients. You will receive proactive advice on tax reduction strategies based on income, expenses, individual needs, and goals.

Tax Planning Services Provided:

• Tax planning services

• Roth conversion analysis

• 2nd opinion on prior year tax returns

• Year-end tax filing services

• 1040 tax optimization reports

• Personalized tax reproduction reports

Watch Our Roth IRA Conversion Video:

Burgos & Brein is the leading financial advisor and retirement planning firm in Apopka, Clermont, Kissimmee, Lake Mary, Maitland, Ocoee, Orlando, Oviedo, Windermere and Winter Park specializing in tax planning.

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