tax strategies

Tax Strategies – A Wealth Management service from Mutual Pointe.

Mutual Pointe keeps and tracks all of your investment records and transactions made throughout the year. Developing tax filing and reporting strategies based on your income and personal investment portfolio is a part of any comprehensive financial plan.

Simplified Record Keeping

Consolidated statements make it easy to simplify tax reporting. End of the year summary statements collect all of your important information; purchases sales, cost basis, and income, in a single report.