Cruz Tax Advisory Services

We offer a 360-degree review of your IRA tax picture.

360-Degree Review

To develop a tax strategy for your future, we look at your complete financial picture.

Cruz Tax Advisory’s mission is to advise clients with IRAs, 401(k)s, TSAs and any other qualified assets using training and strategies of Ed Slott, CPA & Company. Our primary expertise includes tax reduction, IRA distributions, Roth IRAs and Roth conversions.

We can offer or refer you to professionals providing the following services:

Required Minimum Distribution (RMD) calculations

Joint life expectancy calculations

Roth IRA conversion strategies

IRA, 401(k), TSA (403(b)), SIMPLE, Roth IRA and SEP tax calculations for estate taxes

Other tax-efficient strategies

To schedule a time to discuss your IRA tax situation, call us at 630-897-0333.

Contact Us

Phone: 630-897-0333

Serving the western suburbs of Chicago.

Ready to take
The Next Step?

For more information about any of our products and services, schedule a meeting today or register to attend a seminar.

Or give us a call at 630-897-0333.