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Tax Planning

Why Tax Planning Matters

Our firm offers annual tax planning as part of our comprehensive financial planning service. While often overlooked, robust tax planning is one of the most valuable pieces of a complete financial plan, and we are excited to offer it to you.

What is Tax Planning?

What is Tax Planning?

Tax planning refers to our review of your tax return to identify potential planning opportunities - both now and in the future - to keep your lifetime tax liability as low as possible.

Why is it Important?

Taxes touch every part of your financial life. Your tax return is a financial fingerprint: It's completely unique to you, complete with valuable clues and information. All of which is buried in dozens of pages and hundreds of numbers. Understanding your return equips us to have more valuable conversations with you.

Who's it For?

Everyone! Regardless of your income sources or filing status, nearly anyone who pays income taxes can benefit from having a professional review of your tax return to identify relevant planning opportunities.

What Might be Identified?

We will evaluate topics like tax efficient retirement vehicles, charitable giving strategies, realizing capital gains, Roth IRA conversions, tax credit eligibility, and more. Running projections can tell us how it will impact your tax liability.