Tax Planning

Tax planning is often a forgotten part of retirement planning. This is an important step in the planning process, which is why Ostlund Wealth, LLC refers this out to a Licensed Tax Accountant.

Some of their Tax Services include the following, but not limited to:

  • Tax Advisory
  • Tax Planning
  • Tax Minimization Planning

Complete Personal Income Tax Preparation: They constantly keep up to date with the current tax codes and utilize some of the most sophisticated tax preparation software in the industry.

Tax Preparation

Their firm offers professional preparation of all federal, state, and local tax returns at competitive affordable rates.


Schedule Your Appointment with

Dan Ostlund

Phone (253) 566-0566

Your Trusted Source for Retirement Planning and Investments Since 1987 Securities offered through TCM Securities, Inc. Member FINRA/SIPC, Phone: 404-889-8733

“Check out the background of this investment professional on Finra’s Brokercheck.”