Tax Management


With the current tax system constantly changing and increasing in complexity, clients realize the critical role that income tax planning plays in their overall financial plan. Meaningful tax planning can preserve a considerable amount of wealth, but requires paying attention across all aspects of your financial scope.


In this assessment process, some of the areas we evaluate together include:

Review Prior Returns

Your tax return is like your financial DNA that gives us valuable insight into what is going on in your financial life. By reviewing your last two tax returns, we can look for tax arbitrage opportunities for the past and present.

Run Tax Projections

We will work closely with your CPA or one of our in house CPAs to run tax projections during the year. These projections will help us determine what strategies to utilize for minimizing annual and lifetime taxes and avoiding penalties.

Optimize Tax Strategies

We will help you stay relevant with current tax law to take advantage of credits, deductions, and how to utilize pre-tax dollars to minimize today’s tax bill. In many circumstances, we may need consider strategies today to minimize paying income and estate taxes over your lifetime and the lifetimes of future generations.

Prepare Tax Return

For those utilizing our in house CPAs, we will prepare and review your tax returns. This will help you organize your tax information and simplify the tax preparation process by having your planning, investments, and taxes under one roof.

Our Client-Centric Approach

Fundamentals

Learn more >

Accumulation

Learn more >

Management

Learn more >
100 Percent
Fee-Only

Fiduciary

We work directly for our clients and put client’s interests first

232 Years
Combined
Experience

Wisdom

We learn and teach continuously

10+ Years
Avg. Client
Relationship

Collaboration

We build powerful relationships by working towards common goals

100 Percent
Independent

Objectivity

We listen and keep an open mind

1998
Year
Established

Responsibility

We hold ourselves accountable for pursuing the highest standards

50
Year Vision

Forward Looking

We make decisions with future generations in mind

Pin It on Pinterest