Tax planning
We plan the year before it ends: income timing, Roth conversions, charitable giving and estimated payments, coordinated with your preparer.
Everything in the engagement,written down.
Multi-year tax projection
Roth conversion analysis
Charitable giving strategy
Estimated payment schedule
Coordination with your tax preparer
Is this for you?
Year-round planning with our CPA, so tax season holds no surprises.
From first callto a written plan.
Discover
We learn your goals, gather statements and map every account, policy and obligation.
Plan
You receive a written plan with each recommendation, what it costs and why we make it.
Implement
We open and move accounts, coordinate with your CPA and attorney and set up reporting.
Review
Two full reviews a year, a tax projection each fall and a call whenever life changes.
Decisions our clients made,and what they changed.
Owners of four restaurantsA restaurant group cuts its tax bill with better structure
Founder, multi-location dental groupA dental group owner prepares for a $14M sale
Physician couple, both 54Two physicians bring retirement forward by four years
Every plan starts withone honest conversation.
Thirty minutes, by video or at our office, in English or Spanish. No cost and no product pitch.