Tax Planning and Preparation
Every financial decision, at its core, is a tax decision
Taxes are more than a once-a-year event. They are one of life’s most complicated and largest expenses, but most wealth advisors don’t give taxes the attention they deserve. We firmly believe that every financial decision, at its core, is a tax decision.
By leveraging our financial and tax professional experience, we have the ability to better understand and plan for tax implications and how they affect our clients.
We believe this provides you with a pro-active approach to ensure you are aware and have the opportunity to plan for and implement legal tax reduction strategies.
We work with individuals and families to ensure they are taking advantage of the appropriate tax reduction strategies.
Single Member Entities and Small Business Owners
Investment and Rental Properties
Restricted Stock Options (RSU)
Employee Stock Purchase Plan (ESPP)
Estate Tax Planning and Wealth Transfer Strategies
We provide tax planning and preparation services in order to pursue the following objectives:
The art of paying the “just right” amount of taxes, no more and no less. Through careful examination of your circumstances, we will craft a plan which aims to maximize your deductions and and minimize your liabilities getting you to that “just right” amount where you are paying exactly and only what you should be paying.
Tax Efficient Investment Planning
As financial and tax advisers we firmly believe every financial decision made is also a tax decision. Without a customized plan aimed at reducing their annual tax bill, the average investor gives up unnecessary returns. Our tax-smart investing approach is dedicated to helping you keep more of what you have worked so hard for.
Clarity and Confidence
There are very few events which can cause as much anxiety as ensuring you are compliant with the tax code. Your plan should minimize audit exposure by being as complete and accurate while utilizing all available legal tax reduction strategies.