Tax Planning

One of the ways we can improve your financial situation is to reduce your taxes. We review your current tax situation, and run tax projections over your lifetime. Opportunities we look for include: Roth conversions, qualified charitable distributions, income tax smoothing, eligible deductions and credits, and asset location.

We prepare individual income tax, trust income tax and gift tax returns. We can file your federal and state tax returns, and, if needed, represent you before the IRS and state tax authorities. If you have a tax professional that you like and trust, you are welcome to keep using that person and we are happy to collaborate with them.

Tax planning, preparation, and compliance is a continuous process. We run updated tax planning scenarios as needed - as your situation changes and tax laws change. We help calculate estimated tax payments, ensure retirement accounts are funded, required minimum distributions are made, and provide specific guidance on strategies we discuss.