Spencer Accounting Group, LLC - Tax Planning and Preparation Services - West Allis, Milwaukee, Brookfield, Waukesha, United States and Saudi Arabia
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College Planning

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Are you fed up with attempting to comprehend the tax system?
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We'll figure it out and lower your IRS payments before it's even a thought!


College is costly. According to data, the average cost of tuition, fees, housing, and board for the 2019–2020 academic year was $30,500. College Planning using tax code features can assist you in meeting the costs.

Some planning options will provides indirect tax benefits. The earnings are exempt from federal income tax. Thus you will be allowed to make Tax-Free Withdrawals pay for qualified education costs.

One of the most valuable presents you can offer a child or grandchild is a college degree. While it is preferable to begin saving at a young age, we can assist parents of students of any age in developing strategies for college planning.

It's critical to understand the types of accounts used to save for college expenses. SAG can assist you in determining which is appropriate for your needs.
We'll assess the situation in the following areas:
  • Funding Amount
  • Financial Aid Maximization
  • Investments
  • Tax Planning Benefits​

There are a variety of strategies regarding saving for college. Our highly recommended solutions provide a tax benefit to you.

To discover how much you should be saving for college regularly, contact us, we are your trusted advisers.​  Or initiate services by clicking the button below and completing the below engagement letter.
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Tax Solutions

  • Tax Audit and Notices Support:  We represent your interests before the IRS or other regulatory bodies.
  • Tax Preparation:  We will ensure your returns we file are in compliance with taxing authority.

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