Tax Planning
Out of the Box Financial does not provide tax preparation services. We refer clients, on an as-needed
basis, to a multi-site CPA firm for such services. The firm provides comprehensive tax services to
families, individuals, small businesses and estates. These services cover income tax, sales tax, estate and
trust tax and representation before taxing authorities.
Schedule Your Appointment with
Daniel Altwegg
Today!
Phone (612) 327-9249
Disclaimer
Out of the Box Financial (OTB) is a financial services firm helping clients prepare for retirement and business succession through the use of insurance and annuities. OTB does not offer investment products or advice, and is not affiliated with the Social Security Administration or any other governmental agency. Insurance and annuity returns are backed by the financial strength and claims-paying ability of the issuing company. Investing involves risks, including possible loss of principal. OTB is not a registered broker/dealer. This website may contain concepts that have legal, accounting and tax implications. It is not intended to provide legal, accounting, tax or investment advice. By contacting our company, you may be offered information regarding insurance and fixed index annuity products.