Tax Equities

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Our fiduciary approach

Unlocking Opportunities Through Tax Equities

Tax decisions shape every part of wealth management. At Evans Financial Services, we help business owners and families explore opportunities in tax equities — strategies designed to optimize returns, reduce liabilities, and create lasting efficiency. With offices in Marion and Roanoke, we deliver guidance that balances technical expertise with personal goals.

What Tax Equities Cover

Advanced Areas We Focus On

Our team evaluates opportunities that traditional planning often overlooks, such as:


Tax Planning for Individuals and Business Owners

Every client faces unique tax challenges, which is why we separate our strategies into two focus areas:
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For Individuals & Families

We look at ways to reduce income taxes through retirement contributions, investment placement, charitable giving, and estate strategies. The goal is to create more after-tax wealth that supports both short-term needs and long-term legacies.

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For Business Owners

Running a business introduces complexity, but also opportunity. We help evaluate entity structures, explore available credits, and integrate business decisions with personal wealth strategies. This ensures your company’s success contributes to your overall financial health.

FAQs About Tax planning

Here’s What You Need to Know

  • What are tax equities in financial planning?

    They are strategies that use tax-efficient investments, business structures, and giving vehicles to reduce tax exposure while supporting growth.

  • Are tax equity strategies only for business owners?

    No. While business owners often benefit, families and retirees with significant assets also gain from tax-efficient planning.

  • Can tax equities lower my taxes right away?

    Some strategies create immediate benefits, while others are designed for long-term efficiency. We tailor recommendations to your situation.

  • How do tax equities fit into my overall plan?

    They complement wealth management and estate planning by ensuring taxes don’t erode your progress.