Personal Finance & Tax

Personal tax and financial planning encompasses complex issues for financially successful individuals and families. We provide independent personal tax and financial planning advice on your individual taxes, personal financial planning, retirement planning and mortgage services.

Individual Tax Preparation

Whether you are an individual filing a simple 1040 or filing taxes in all 50 states, you’ll find the expertise you need right here. In most cases, we offer a complimentary initial consultation to assess your ability to save taxes through retroactive filing and/or better future structuring.

Our services include:

Educational Planning Tax Strategies
Estate and Trust Tax Planning
Federal Filings
Gift-Tax Returns
International Filings
Multi-State Filings
Retirement Implications
Strategic Tax Planning
Tax Agency Representation

Mortgage Services

Brown Smith Wallace has partnered with USA Mortgage, a St. Louis based division of DAS Acquisition Co. LLC, to offer you complete mortgage services.

As one of the largest mortgage lenders in the St. Louis Metro area, USA Mortgage conveniently allows you to complete and submit your application for a home loan on their secure website. You can apply anytime, 24 hours a day. USA Mortgage will help you complete the application process and obtain your home loan with minimal stress and optimal results.

USA Mortgage’s excellent track record is attributed to:

Having complete control over every loan
Being a mortgage banker, that can also act as a broker
The ability to close loans in all 50 U.S. States
Creation of a network of B2B mortgage solutions for other industry-related companies
Highly experienced staff

Tax Planning Guide

To receive your complimentary Tax Planning Guide, please send your request to Joan Hamilton at jhamilton@bswllc.com or call 314.983.1200.