Trusted Financial Guidance for Life After 60
As retirement approaches—or settles in—many people find themselves asking new financial questions:
“Will what I’ve saved be enough?”
“How will my taxes change now that I’m not working full-time?”
“Am I missing out on deductions or credits I didn’t need before?”
We don’t just prepare your return—we help you understand it.
You’ll speak directly with Jarad—not a call center or software.
At Jarad Hunter Senior Tax Advisory, we understand that this season of life brings more than just lifestyle changes—it’s also a time to re-evaluate your tax strategy. That’s why we created Senior Tax Advisory Services: a dedicated resource for individuals 60 and older who want clear answers, compassionate guidance, and financial peace of mind.
What We Help With:
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Tax planning tailored to your retirement income
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Understanding RMDs (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 Jarad:
Trusted Local Resource | Serving clients across Blue Ash, Montgomery, and the greater Cincinnati area.
QuickBooks Certified & Tax-Focused | We don’t dabble in taxes—we specialize in them.
No Surprises | Straightforward pricing, honest communication, and guidance you can trust.
Connections to Trusted Financial Advisors if you’re ready to explore the bigger picture.
This Is the Season to Re-Evaluate
Your tax needs change in retirement. Whether you’ve already stopped working or are planning to soon, now is the right time to look closely at 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.
There’s no pressure and no charge for the first conversation—just expert advice and a chance to see if we’re the right fit.
CALL JARAD DIRECTLY AT (513) 460-7691
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