Tax Strategy


Are you capitalizing on the tax benefits available to you? Do you have a Family CFO to review your tax strategy based around your entire financial strategy? The Buttonwood Financial Group Team in Overland Park works in conjunction with your CPA to uncover opportunities they may not be aware of with their limited tax scope. We bring extensive experience in a number of strategies to reduce taxes over your life.


We are dedicated to providing a comprehensive service that is tailored to meet your individual needs. We'll analyze your financial situation, assess your risk profile, consider any current/ future goals, and develop a tax plan that is both effective and efficient. Together, we can make sure your taxes are handled in the best possible way for your business or personal finances.

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Developing Tax Saving Strategies Can Help Plan for the Future

By taking a proactive approach, you'll be better prepared when it comes time to file your taxes, saving yourself significant stress and frustration. Developing a solid tax strategy includes a mixture of analyzing your current financial situation, and arranging your finances to help you minimize your tax liability. This is achieved through proactive tax planning and a trial tax return. By taking advantage of available deductions and credits, you can ensure that you are receiving the most out of your tax return. Contact Buttonwood Financial Group in Overland Park today to get started on your financial savings.

Tax Return Coordination

Don't wait until tax season to prepare. 

Tax Loss Harvesting

Proactive investment management to offset potential capital gains.

Roth IRA Conversions

Take advantage of tax-free IRA withdrawals. 

Tax Reduction Tactics

Taxes are a part of life, but you don’t need to pay more than tax law requires.

Estimated Tax Payment Services

Focused on time with your family? Traveling? Don’t want to worry about paying Quarterly Tax Estimates? We’ll take this off your to-do list.

Finances Can Be Complicated


It can be difficult to balance your personal life with managing your finances and planning for the future. Are you ready for an outsourced Family CFO to take your financial duties off your hands? At Buttonwood Financial Group, our Family CFO services are specifically designed to help you manage your financial future based on you, your family and your unique needs.

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Ready to Talk?


Are you ready to explore the benefits of your very own CFO? Schedule a Conversation Today!

LET'S TALK
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