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Tax Planning and proper tax preparation are integral to making life easier. There are many strategies to maximize your savings while minimizing your taxes. Our expertise in taxes gives us an advantage in that we will make sure that your investments and tax strategy will create the best possible scenario for you with regards to your taxes.

For additional information on taxes, please feel free to utilize the following resources:

IRS Website

1040 Central by the IRS

Where’s my Refund?

Tax Information for Employees



140 Clemens Rd., Suite 102, Harleysville, PA 19438

Phone:  215.513.6240      Fax:  215.513.1614

Email: admin@motzwealthmanagement.com

Website: www.motzwealthmanagement.com

Securities offered through Cambridge Investment Research, Inc. A registered broker/dealer.

Member FINRA & SIPC to residents of FL, MA, NC, NJ, NM, OK, PA, & TN.  Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor.  Cambridge and Motz Wealth Management are not affiliated.