Trusted Financial Guidance for Life After 60
As retirement approaches—or settles in—many people find themselves asking new financial questions:
“Did I save enough?”
“How will my taxes change after I stop full-time work?”
“Am I missing deductions or credits I did not need before?”
We do not just prepare your return—we help you understand it.
You will speak directly with an Advisor—not a call center or AI.
At Senior Tax Advisory, we recognize that this stage of life brings significant lifestyle changes. It also calls for a thoughtful review of your tax strategy. We built Senior Tax Advisory as a dedicated resource for individuals age 60 and older. Our clients seek clear answers, compassionate guidance, and lasting financial peace of mind.
How We Help:
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Tax planning tailored to your retirement income
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Understanding Required Minimum Distributions
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Social Security income and tax impact
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Pension and investment income reporting
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Filing taxes with simplicity and accuracy
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Avoiding common mistakes and overpayments
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Year-end strategies to maximize savings
Why Seniors Choose Us:
Trusted Local Resource | Serving clients across the greater Cincinnati region, including Montgomery, Blue Ash, Loveland, Indian Hill, Mason, Milford, and West Chester.
Decades of Experience & Tax-Focused | We do not dabble in taxes—we handle them every day.
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No Surprises | Straightforward pricing, honest communication, and guidance you can trust.
Connection to a trusted advisor when you are ready to explore the big picture.
This Is the Season to Re-Evaluate
Retirement changes your tax needs. You stopped working or plan to soon. Now is the perfect time to review your tax situation. A single conversation could help you avoid costly mistakes, take advantage of new savings opportunities, and feel more confident about your future.
No pressure and no charge for the first conversation—just expert advice and a chance to see if we are the right fit.
CALL US DIRECTLY AT (513) 286-7300
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