Tax Planning

Taxes are a stressful responsibility when you don’t understand them or don’t have confidence in what you’re filing every year.

Making informed decisions proactively is the best way to find opportunities in your tax plan.

Benefits of a tax plan…

  • Declutter your annual tax documents

  • Review tax projections for future years

  • Proactively determine eligible deduction strategies

  • Understand the impacts of realized investment gains in your taxable accounts

  • Discuss small business structuring for employment tax advantages*

  • Coordinate with your tax professional*

    *Included for Enhanced Wealth Management clients

What do we review?

Analyze your tax forms

We’ll review your 1040 and the various schedules included with your return.

Review of your K-1 and business tax forms

This is applicable to small businesses and owners of privately held shareholder positions.

Review employer pre- and post-tax deductions

Taking a look at your employment benefits sheets and paystubs will help us understand what your deductions at work are and also what it’s costing you.

Evaluate tax withholdings (W-4)

A simple review of your paystub and the standard worksheets will allow us to determine if you’re giving the government a free loan (over-saving) or underpaying.