Personal Tax Services

OF PROFESSIONALS

Unlike a CPA you hire to prepare and file your tax forms, Miser Wealth Partners goes the extra mile by bringing together a network of tax planning strategists to deliver innovative and transformative planning solutions that aim to preserve your wealth, protect your assets, and reduce your tax liability. These priorities are at the forefront of our business, and we strive for these goals every day for people just like you with the following offerings:

Personal Tax Filings
Roth Conversion Analysis
Capital Gain Mitigation

Tax mitigation involves the use of current tax laws to achieve anticipated tax advantages that are embedded in tax provisions. That’s an area where our tax advisors excel. It should go without saying that our clients aren’t looking to evade taxes, but rather they seek our expertise to evaluate their individual tax situations and introduce a number of techniques to mitigate potential taxable events in their lives.

We invite you to read more about all the ways we can help, then reach out to us by phone at (865) 281-1616 or online by clicking here. We’ll set up a meeting at time that’s convenient for you and start a conversation in which you can learn how our advisors can effectively guide you through the complexities of the tax industry.

Personal Tax Services

Capital Gains Mitigation

When foraying into the world of investments, it can be easy to get caught up in the nitty-gritty of managing your investments while letting any

Personal Tax Services

Roth Conversion Analysis

A Roth IRA can offer several enticing benefits over traditional IRAs. The tax savings alone make Roth IRAs a very attractive option for those who

Personal Tax Services

Personal Tax Filings

Taxes are one of life’s certainties. Affluent individuals, in particular, often have very specific needs when it comes time to file their taxes. With so

Connect With Us Your Way: Establish One on One Time With Our Staff

Scheduling an appointment with Derek Miser and Sam Tutko is easy. Simply click on their respective photo below and you can quickly schedule a discovery call. OR, simply call (865) 281-1616 to schedule a meeting with Derek, Sam, Charlie Kite or Jeanne Miser.