Tax Planning

Our firm offers annual tax planning as part of our comprehensive financial planning service

While often overlooked, robust tax planning is one of the most valuable pieces of a complete financial plan, and we are excited to offer it to you.

What Is Tax Planning?.

Why Is Tax Planning Important?

Who Is Tax Planning For?

What Kind Of Opportunities Might Be Indentified?

What is tax planning?

Tax planning refers to our review of your tax return to identify potential planning opportunities - both now and in the future - to keep your lifetime tax liability as low as possible. This is different than tax preparation (usually done by your CPA or an online service like TurboTax), which is focused on keeping you compliant with what the government thinks you owe each year.

Who is tax planning for?

Everyone! Regardless of your income sources or filing status, nearly anyone who pays income taxes can benefit from having a professional review of your tax return to identify relevant planning opportunities. At worst, we'll review your return and conclude you are currently maximizing every available tax saving opportunity.

That's great "peace of mind" news.

Alternatively - and more frequently - we'll identify a handful of tax saving opportunities, both in the current year and in future years.

What kind of opportunities might be identified?

We will evaluate a number of opportunities during tax planning, including topics like,

Tax efficient retirement vehicles

Realizing capital gains

Charitable Giving Strategies

Roth IRA Conversions

We can run projections to see how potential changes (e.g., filing status, dependents, the sale of a business, stock option exercises, etc.) may impact your upcoming tax liability.

To Get Started

All we need from you is a copy of your most recent tax return - that's it.

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