Tax Planning and Preparation

Strategic Tax Solutions, Simplified

Smart Planning to Minimize Your Tax Burden

Tax planning is more than just filing returns—it’s a proactive strategy to optimize your financial future. We work with you to minimize taxes, navigate complexities, and ensure compliance, so you can keep more of what you’ve earned while planning for the road ahead.

What We Do

We provide comprehensive tax planning and support designed to reduce your tax burden and align with your overall financial strategy. From proactive strategies to annual preparation and ongoing guidance, our goal is to make tax management seamless and stress-free.

Proactive Planning

We identify opportunities to reduce your taxes and maximize your financial potential. By reviewing your current tax situation and projecting over your lifetime, we uncover strategies like:

• Roth conversions
• Qualified charitable distributions (QCDs)
• Income tax smoothing
• Maximizing eligible deductions and credits
• Optimizing asset location for tax efficiency

Annual Preparation

We handle the preparation and filing of most individual tax returns with precision and care for clients with over $1 million of assets under management. We don't file business tax returns, payroll tax report, or do bookkeeping. For the clients we do tax preparation for, we:

• Prepare individual federal tax returns
• Prepare individual state tax returns
• Prepare estimated tax payments
• Prepare detailed tax projections



On-Going Guidance

Tax planning doesn’t end with a return—it’s an ongoing process. We continuously adapt to changes in your life and in tax laws to provide:

• Updated tax planning scenarios as needed
• Calculation of estimated tax payments
• Guidance on funding retirement accounts and required minimum distributions (RMDs)
• Strategic advice tailored to your evolving needs