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 a unique ability to better understand and plan for tax implications and how they affect our clients.

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 provide tax planning and preparation services in order to accomplish the following objectives:

  • Tax Optimization
    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 to maximize your deductions 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
    The process of diversifying assets, or spreading out risk, is generally accepted by most. Tax diversification of those assets is a prudent process that is often overlooked. There are right and wrong ways to fund your objectives from a tax perspective. We call this process “Tax Alpha” and it is ingrained in our approach to working with clients.
  • Peace of Mind
    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.

Individuals

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
  • Executive Compensation
  • Restricted Stock Options (RSU)
  • Employee Stock Purchase Plan (ESPP)
  • Estate Tax Planning and Wealth Transfer Strategies

Business Owners

Businesses need proper planning and the details looked after. This goes hand in hand with our abilities as planners and preparers. We love the research, education, and implementation of complex tax planning strategies including. 

  • Knowledge of differences in Entity type (Corp, S Corp, LLC, LP, Partnership, Sole Proprietor)
  • Retirement planning and employee benefit planning (401k) 
  •  Proper reporting and  expense strategy (payroll, auto usage, and healthcare)
  •  Payroll efficiency (360-degree integration with 401k) 
  • Owner compensation strategy to maximize Sec. 199a

Trustees and Fiduciaries

As a Trustee and Fiduciary, you have a dual responsibility to both the grantor of the trust and the trust beneficiaries. This can be a challenging tightrope to walk but we are here to help you do it. From K-1 generation for beneficiaries to Estimated Tax planning for the coming year, we have experienced trust tax professionals. 

  • Form 1041 and Schedule K-1 preparation and planning
  • Gift tax returns and Gift tax planning
  • Generation Skipping tax issues
  •  Estate Tax concerns and Form 706 filings