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Tax planning can have a big impact on your overall finances. Our team of professionals at True Blue can help you see the bigger picture in every tax season.
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#48A942
Apple
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117, 44, 46
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True Blue Financial is a wealth planning and registered investment advisory firm serving clients in Southwest Michigan, with offices in Stevensville and Benton Harbor. The firm works with retirees, individuals and families, women, and employees of Whirlpool, Corewell, and AEP. Its services include financial and retirement planning, investment management, charitable planning, and tax planning, bringing tax considerations into clients’ broader financial plans.
True Blue Financial offers year-round tax guidance and seasonal tax preparation for clients who work with its financial team. Tax services include individual federal Form 1040 returns, resident and non-resident state returns, estimated tax payments, and electronic filing. The firm also helps clients consider tax-loss harvesting, Roth conversions, capital gains management, charitable giving, legacy planning, and retirement withdrawal strategies. Its tax process includes document review, filing support, and ongoing advice as clients’ circumstances change. True Blue Financial says its team includes four CPAs and multiple tax preparers. Tax and accounting services are provided through True Blue Tax, LLC, a separate legal entity not affiliated with LPL Financial.
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The True Blue Financial name, logos and brand assets are trademarks of True Blue Financial and its affiliates. Brandfetch isn't affiliated with or endorsed by True Blue Financial. Their use is subject to True Blue Financial's brand guidelines.