Loan & Tax Planning
At SL, planning is key. We go beyond tax compliance and proactively recommend tax saving strategies to maximize your after-tax income.

Most income tax and accounting services do not specialize in student loan debt, nor do they take into account your loan payments. Together with our tax, student loan debt, and money management expertise, we will not only help you save money on student loan repayment, but also maximize the benefits that come from paying back student loans when filing your income taxes. Included with the service of helping you with your student loans, we will also file your state and federal tax returns.

We recommend Tax Saving Strategies that help you...

  • Grow and preserve assets.
  • Reduce taxes on your income so you keep more of what you make.
  • Reduce taxes on your estate so your family keeps more of what you've made.
  • Reduce taxes on your gifts so you can give more.
  • Reduce taxes on your investments so you can grow your wealth faster.
  • Reduce taxes on your retirement distributions so you can retire in style.
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