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 tax planning 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 and actionable conversations with you.
Who is tax planning 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 kind of opportunities 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. We can run projections to see how potential changes may impact your upcoming tax liability.
- Tax efficient retirement vehicles
- Charitable giving strategies
- Realizing capital gains
- Roth IRA conversions
- Tax credit eligibility
What do we need from you?
An electronic PDF copy of your most recent tax return. That's it!
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Where tax planning meets retirement
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