Through proactive, year-long tax planning strategies, we help our clients identify the right strategies for reducing unnecessary tax burdens and taking advantage of available incentives. As we examine your income sources now and in retirement, as well as your portfolio and other financial assets, we can create a roadmap that helps you make more tax-savvy decisions to reduce both your annual and lifelong tax bill.
We help you make informed choices designed to reduce unwelcome tax surprises and support long-term goals. Our tax planning approach focuses on the role taxes play in your broader financial well-being. In doing so, we can help you feel more informed and prepared to manage your tax bill—knowing you’re not paying more than you have to.
Together, We’ll Focus On
Identifying opportunities to reduce current and future tax liabilities
Coordinating your investment strategy to maximize after-tax returns
Strategically timing income, deductions, and retirement account withdrawals
Evaluating the potential tax implications of major life events and financial decisions
Integrating charitable giving and other legacy strategies to achieve greater tax efficiency when transferring wealth
Planning for potential changes in tax laws and regulations
Aligning your tax strategy with your timeline for retirement and available retirement resources
Reviewing and adjusting your plan regularly to maintain efficiency and minimize surprises
Frequently Asked Questions
Come each April, tax return preparation looks backward—reporting what’s already happened. When it’s time to prepare a tax return, very little can be done to further minimize your tax bill for the previous tax year. Tax planning looks forward, helping you proactively make decisions throughout the year that can reduce your overall tax burden and align with your broader financial goals. Both are necessary, but distinctly different.
Taxes touch nearly every financial decision in your life, from investments and retirement withdrawals to charitable giving and estate strategies. Coordinating these pieces can help you keep more of what you earn and make your wealth last longer.
Yes. By managing when and how you take distributions, optimizing Social Security, and balancing taxable and tax-advantaged accounts, we can help minimize unnecessary taxes and stretch your retirement income further.
Tax laws are updated often, which is why we review your strategy regularly and make adjustments as needed. We do what’s necessary to ensure your plan stays efficient and, more importantly, you aren’t caught off guard by legislative changes.
Yes. We’re happy to work in partnership with your CPA to ensure all aspects of your tax strategy are aligned. Our role is to help you see the big picture and identify opportunities, while your CPA ensures accurate reporting.