We Coach,
Not Just File.
We inspire taxpayers to be proactive by making smart tax decisions with profound and personalized tax strategies.
Why
Why is tax planning
important?
Taxpayers may miss valuable tax-planning opportunities when financial decisions are made without advance review or their tax returns do not accurately reflect their facts and circumstances. Proactive planning helps identify opportunities before important decisions are made.
Stop overpayment of taxes.
Increase your net income.
Invest tax savings to grow your assets.
Preserve your wealth.
Increase your net personal worth.
Tax Planning is more than just Tax Preparation = Return on Investment (ROI)
Tax Strategies
Tax strategies, planned in advance.
Each strategy is evaluated based on your financial goals, business structure, and individual circumstances.
01
Cash Balance Plans
Accelerate tax-advantaged retirement savings while building long-term wealth through a business-owner-focused plan.
02
Cost Segregation
Create earlier depreciation deductions and stronger cash flow from qualifying real estate investments.
03
Entity Optimization
Align your business structure and compensation with your tax, cash-flow, and long-term planning goals.
04
Income Shifting
Use eligible income-allocation strategies to help manage tax brackets and preserve after-tax wealth.
05
Qualified Small Business Stock, Section 1202
Plan ahead to potentially exclude gain on qualifying small business stock.
06
Ordinary Loss Treatment, Section 1244
Turn a loss on qualifying small business stock into an ordinary deduction.
07
Equity Tax Timing, Section 83(b) Election
Elect to recognize equity at grant and start the capital gain clock early.
08
Charitable / Trust Planning & Other Advanced Strategies
Bring together charitable, investment, retirement, and estate planning for a more coordinated tax strategy.
Tax strategies are not one-size-fits-all. Availability and potential benefits depend on each taxpayer’s facts, circumstances, eligibility, and applicable law. Consult qualified tax and legal professionals before implementing any strategy.
Our process
Our tax planning process is simple, structured, and focused on your financial goals.
Understand Your Financial Picture
We begin with a fact-finding review of your tax information, business structure, income, investments, and financial goals to understand your circumstances and identify potential planning opportunities.
Develop Your Planning Proposal
We evaluate relevant strategies and outline a personalized tax-planning approach, explaining the opportunities to explore, the scope of our services, and how we can work together.
Review Your Options Together
We walk you through the proposed approach, answer your questions, and discuss potential benefits, eligibility requirements, implementation considerations, and ongoing responsibilities.
Formalize the Engagement
If you decide to move forward, we confirm the scope, fees, and responsibilities in a written engagement agreement and complete your onboarding.
Implement and Review
Within the agreed scope, we develop your detailed plan, help coordinate implementation, and review your strategy as your circumstances and goals evolve.
How we are different
Five ways we bring proactive planning to your financial decisions.
We do not scramble at year end to file returns on events that already happened.
Instead, we provide year-round tax planning to help you evaluate strategies before important financial decisions are made.
Plan before you act.
Decisions must be evaluated before they are made. We evaluate potential tax implications before you commit to important business and financial decisions.
Proactive, not reactive.
We strategize in advance with an integrated approach that takes into account your full financial facts and circumstances.
Keep more of what you earn through proactive planning.
It does not matter how much you earn, what matters is how much you keep. We partner with you to identify and evaluate tax strategies that fit your financial goals, business structure, and individual circumstances.
Coaching with a long-term perspective.
We help you make informed business and financial decisions through a tax-planning lens, aligning today’s choices with your retirement and long-term wealth goals to support building and preserving wealth for your family’s future.