Our belief is that when it comes to financial planning and taxes, it isn’t what you make, it is what you keep that is most important.   We work diligently with our clients to develop the most tax efficient strategies as part of the overall financial plan.

We will review items specific to your tax situation which could include:

  • Qualified Charitable Distributions
  • Roth Conversions
  • Timing certain deductions to achieve maximum tax benefit
  • Retirement account withdrawal strategies
  • Tax deferral options available through your employer

Our consultative process is much more than simply preparing your tax returns.   We will proactively engage with you to come up with a customized plan for reducing the tax you pay.   

Our tax preparation process typically begins with our clients completing our annual tax organizer, which can be accessed below.  From there, client tax documents are carefully reviewed and the returns are completed.  All tax return copies are available on our secure client portal for easy access.