ServicesTax Planning That Happens All Year, Not Just in April

By the time your tax return is prepared, most of the opportunities to lower your bill have already passed. Tax planning has to happen during the year, while there's still time to act.

We build tax awareness into every financial decision we help you make: how your investments are held, which accounts you save into, when you take income, and how you give.

Book a Consultation How We Work

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Tax Optimization

Who this is for

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High earners who feel they pay more than they should

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Business owners deciding on entity structure, retirement plans, or owner compensation

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Investors with taxable accounts, concentrated stock, or capital gains to manage

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Retirees planning withdrawals, Roth conversions, and required minimum distributions

What we do

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Place investments in the accounts where they're taxed most efficiently

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Harvest investment losses where appropriate to help offset gains

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Evaluate Roth conversions and backdoor Roth contributions

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Help business owners choose retirement plans that increase deductible savings

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Structure charitable giving through tools like donor-advised funds

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Run a year-end planning review before December 31

How we coordinate

How we coordinate

We are not CPAs and don't prepare tax returns. We work directly with your CPA, sharing projections and strategy so the recommendations we make are reflected correctly on your return.

Related reading

Article · Oct 205 Tax-Efficient Moves to Make Before Year-End

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Take the First StepYear-end is coming

Some tax moves have a December 31 deadline. Book a free 30-minute call and we'll look at what may still be possible this year.

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