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ALIGNING YOUR PRINCIPLES AND VALUES TO YOUR FINANCIAL NEEDS

OUR SERVICES

TAX PREPARATION AND PLANNING

Here at Ednomics Financial, we have been preparing personal and small business tax returns for over 35 years. Currently, we prepare tax returns for ex- residents of Minnesota who now live in 10 different states. We have extended our focus to provide various tax planning services. 

Tax Planning for Pre- Retirees and Retirees

For many Americans with a W2 income, tax planning can be comparatively simple. That may not be true for individuals in the early years of retirement. The combination of pensions options, Social Security options, part time wages, tax loss harvesting, Required Minimum Distributions (RMD), and tax exempt accounts such as Roth accounts can make tax planning for the early retiree a multiple variable equation. Knowledge of the tax system, the Social Security puzzle, and one's individual details can make a huge difference in the likely success of one's retirement. Here at Ednomics, we provide a combination of experience with taxes, the Social Security system, and investment options to find an efficient path for retirees.

Your Family CFO

Here at Ednomics Financial, we have a combination of extensive tax knowledge, accounting, finance, and financial planning knowledge. This background experience allows us to get a better look at your entire financial picture to properly use the tax law, investments, and other tools to enhance your financial condition.

Everybody has things they enjoy doing. At Ednomics Financial, we get pleasure in acting as a true fiduciary while using tax tools and financial expertise and products to help guide you in reaching your ultimate financial goals.

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Ed Schrotenboer

Meet your Planner
Ed Schrotenboer

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Get in Touch with Ed