Frequently Asked Questions
Find answers to common questions about our services, process, and how Epic Private Wealth
can help you build and protect your financial legacy.
What should you expect as a client
At Epic Private Wealth, you can expect a personalized, client-first approach to managing your financial future. From the very beginning, we take the time to understand your unique goals, challenges, and vision. Our team of experts will develop a customized strategy tailored to your needs, whether it’s wealth management, tax planning, or business financial consulting. You’ll experience proactive communication, transparent advice, and solutions that evolve with your financial journey. Our goal is to help you build a lasting legacy with confidence and peace of mind.
Is this Epic Financial Group?
We have evolved into Epic Private Wealth to provide a more seamless financial experience. Our upgraded brand reflects our commitment to offering personalized, high-end wealth management and financial solutions that help you build and protect your legacy.
Do you file taxes?
Yes, we do! At Epic Private Wealth, we offer comprehensive tax services with our in-house CPA, ensuring all your tax needs are handled with expert care. Additionally, we have a trusted tax partner in Arizona, that will provide you with a seamless, personalized tax planning and filing solutions.
Who do we work with?
At Epic Private Wealth, we proudly partner with successful families, service based business owners, entrepreneurs, and professionals who are focused on building and protecting their financial legacy. Our clients seek expert guidance in wealth management, financial planning, tax strategy, and CFO services to ensure long-term growth and security for both their personal and business finances.
What is Advanced Tax Planning?
Advanced tax planning involves strategic approaches to minimize tax liabilities and maximize tax efficiency through a combination of legal strategies. This can include income shifting, tax credits, deductions, and leveraging various financial instruments. It's designed for individuals or businesses with complex financial situations who want to optimize their tax outcomes.
How does a tax planning specialist differ from a tax preparer?
An advanced tax planning specialist focuses on both long-term and short-term strategies to reduce tax burdens and improve financial outcomes, often involving complex financial situations and investment strategies. A tax planning specialist will be in communication throughout the entire year to implement and monitor tax strategies throughout the entire year. In contrast, a tax preparer typically handles the annual preparation and filing of tax returns, ensuring compliance with tax laws but may not provide comprehensive and proactive planning services.
When should I consider hiring an advanced tax planning specialist?
You should consider hiring an advanced tax planning specialist if you have significant assets, multiple income streams, a business owner with a large tax bill, or are looking to optimize your business structure for tax efficiency. They can provide tailored strategies to help you achieve your financial goals while minimizing tax liabilities. If your tax bill is at least $100,000 and you have cash available to implement tax strategies, you could greatly benefit from advanced tax planning.
What Services do you offer?
At Epic Private Wealth, we offer a comprehensive range of services designed to meet your financial needs, including:
Wealth Management: Personalized investment strategies, portfolio management, and asset diversification to grow and protect your wealth.
Financial Planning: Customized plans for retirement, estate planning, education funding, and long-term wealth goals.
CFO Services: Strategic financial guidance for business owners, including financial reporting, budgeting, and performance optimization.
Tax Preparation & Optimization: Expert tax strategies for individuals and businesses, focused on minimizing tax liabilities and ensuring compliance.
Our goal is to help you build, protect, and grow your financial legacy with confidence and clarity.
Please look at our Services page for a full list of services we offer.
How do I know if we're a good fit?
Before connecting with one of our professionals, our Client Services team is here to answer any initial questions you may have. This ensures you have all the information you need upfront and allows us to understand your unique financial goals, so we can best support you moving forward.
How do I get started?
Getting started with Epic Private Wealth is simple! Just click the "Contact Us" button, and you’ll be directed to schedule an appointment with our Client Services team. From there, we’ll guide you through the next steps to begin building your financial legacy.
Is it safe to maximize tax deductions and credits?
Let's answer this with a famous quote from the court case Commissioner of Internal Revenue v. Newman… “Over and over again courts have said that there is nothing sinister in so arranging one’s affairs as to keep taxes as low as possible. Everybody does so, rich or poor, and all do right, for nobody owes any public duty to pay more than the law demands.”
What are the benefits of transitioning away from my tax preparer to an advanced tax planning specialist?
Transitioning to an advanced tax planning specialist can provide you with personalized strategies that align with your financial goals, potentially leading to greater tax savings over time. Unlike a typical tax preparer, they can help you develop a proactive plan to address current and future tax implications, enhancing your overall financial health.
How can I effectively transition away from my current tax preparer?
To transition away from your current tax preparer, start by clearly communicating your intentions and the reasons for the change. Ensure you gather all necessary documents and information, such as past tax returns and financial records. Then, consult with your new advanced tax planning specialist to discuss your financial situation and planning goals, ensuring a smooth transition.
What should I look for when choosing an advanced tax planning specialist?
When choosing an advanced tax planning specialist, look for qualifications such as relevant certifications (like CPA or EA), experience with clients in similar financial situations, a proactive approach to tax strategy, and good communication skills. Additionally, seek someone who takes the time to understand your financial goals and offers personalized solutions rather than a one-size-fits-all approach.
How does advanced tax planning synergize with growing my net worth?
Advanced tax planning can significantly enhance your net worth by optimizing your tax strategy, allowing you to retain more of your income and investment returns. By strategically managing deductions, credits, and capital gains, you can reduce your overall tax burden. This increased cash flow can then be reinvested into assets, retirement accounts, or other wealth-building opportunities, creating a compounding effect on your net worth over time. Additionally, a well-structured tax plan can help you take advantage of tax-efficient investment strategies, further supporting your financial growth.
Lasting Wealth
Lasting Impact
100+ Years
Combined Finance Expertise
$275M+
Asset Under Management
Disclosure:
All Investment Advisory Services are provided by Epic Trust Investment Advisors, LLC d/b/a Epic Private Wealth, an SEC Registered Investment Advisor. Registration with the SEC does not imply a certain level of skill or expertise. Insurance products are offered through Northwest Insurance Alliance, LLC and guarantees are subject to the claims-paying ability of the issuing company and are not guarantees offered by Epic Trust Investment Advisors, LLC, or its affiliated companies. Epic Trust Investment Advisors, LLC d/b/a Epic Private Wealth is NOT a chartered bank, trust company, or depository institution. Additional information about Epic Trust Investment Advisors, LLC d/b/a Epic Private Wealth, is available in its current disclosure documents, Form ADV Part 1A, Form ADV Part 2A Brochure, and Client Relationship Summary report which are accessible online via the SEC’s investment Adviser Public Disclosure (IAPD) database at www.adviserinfo.sec.gov, using SEC #801-120618. Epic Trust Investment Advisors, LLC does not offer or provide legal or tax advice. Please consult your attorney and/or tax advisor for such services.
Epic Trust Is A Client-Focused SEC Registered Investment Advisory Firm That Offers It's Network Investment Advisor Representatives Access To "Proven In The Trenches" Financial Planning Tools and Investment Portfolios Tailored To Each Client’s Unique Goals And Plans. Please note, registration with the SEC does not imply a certain level of skill or expertise.
No client or potential client should assume that any information presented or made available on or through this website should be construed as personalized financial planning or investment advice. Personalized financial planning and investment advice can only be rendered after engagement of the firm for services, execution of the required documentation, and receipt of required disclosures. Please contact the firm for further information.
