Winn Financial & Tax Services

Business Information
We provide comprehensive financial and tax solutions built around one purpose; helping individuals, families, and businesses throughout Redding, Anderson, Red Bluff, and Chico build, preserve, and pass on the wealth they've worked hard to create.




Services:
Individual Tax Preparation and Filing, Retirement income and required minimum distributions, Social Security income reporting, Investment income, capital gains, and losses, Rental property income, Multi-state returns, Prior year amended returns, Complex individual situations, Business Tax Preparation, Corporate tax returns, S-Corp and LLC filings, Business income and expense reporting, Coordination with your personal return, Trust Tax Services, Revocable and irrevocable trust returns, Estate income tax returns, Charitable trust filings, Fiduciary income tax reporting, Coordination with estate planning documents, Year-Round Tax Planning, Proactive tax strategy tied to your investment decisions, Estimated quarterly tax guidance, Tax-efficient withdrawal planning for retirement accounts, End-of-year tax review and adjustments, Coordination between your financial plan and your tax liability, Financial Planning, Investment Management, Retirement Planning, Family Wealth Planning, Retirement Income Strategy, College Savings

Specialties:
Financial Planning, Investment Management, Individual Tax Preparation and Filing, Business Tax Preparation

Associations:
Rubicon Advisors, LPL Financial

Languages:
English

Established:
2010