Tax Concierge Services

    Your taxes are a key part of your financial picture, but there can be a disconnect between the tax planning side and the wealth management side. Telemus Tax Concierge helps bridge the gap between the two.

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    We help you put it all together

    As a Telemus client, you and your advisor work together to build a wealth management strategy that aligns with your needs and goals. Our tax concierge team will compile all the information needed to prepare a complete and accurate return.

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    Creating A Team

    The Telemus Tax Concierge team will coordinate the selection of a CPA that meets your needs.  We will help you gather and organize the relevant documentation and information, and our team will share it directly with the selected CPA. The result: less time spent thinking about your taxes, and more time focusing on the things that matter most to you.

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    Adapting to your wealth management needs

    We understand that your wealth management needs and goals can shift over time.  When that happens, you can enjoy peace of mind knowing that your Telemus Advisor, CPA & Telemus Tax Concierge team are all communicating and working on your behalf, helping you achieve your goals.

    It’s easy to get started

    Get in touch with the Telemus Tax Concierge team today and take the first step towards simplifying your financial life.

    Reach out to the Telemus Tax Concierge team at and 248-827-0111