Tax Planning & Consulting

You're unique; your tax planning should be too.

The time we spend getting to know our client’s finances and business operations is an investment in their long-term success. 

Our Areas of Expertise

Individual & Business Tax Planning

  • Prior Year Amendments

  • Quarterly Projections

  • Extensions

  • Defer Tax Liabilities

  • Pass-Through Entity Tax Credits

  • Business Structure & Entity Selection

Savings & Retirement

  • Health Savings Accounts & Flexible Spending Accounts

  • College Saving Plans (529 & Coverdell)

  • Retirement Plans (Traditional IRA, Roth IRA, Backdoor Roth, SEP IRA, Cash Balance Pension, Solo 401k & Traditional 401k)

Investments & Real Estate

  • Investments in Partnerships & S-Corporations

  • Equities, Bonds & Cryptocurrencies

  • Rental Properties (Including 1231 Like-Kind Exchange)

  • Passive Loss Strategies

  • Sale of a Home

  • Foreign Investments (Foreign Partnerships, Corporations, Disregarded Entities & FBAR)

Navigating Your Tax Plan

At the heart of every successful tax strategy lies a pivotal initial consultation. Our commitment to your financial well-being begins here, with a complimentary consultation designed to determine the suitability of our services for your unique needs.

Upon confirming alignment, we embark on a comprehensive review of your prior year's tax returns. This diligent examination reveals opportunities to proactively reduce your future tax obligations or explore potential amendments to prior filings, resulting in immediate tax savings.

Our dedication doesn't stop there. We delve deeper into your financial landscape, crafting a customized quarterly tax plan when it proves beneficial.

What sets us apart is our unwavering commitment to maintaining a close, accessible partnership with you throughout the year. Your financial success is our priority, and we are here to support you every step of the way.

 

Book a complimentary consultation with our team.

Reach out to us for a personalized service quote, comprehensive answers to your inquiries, and an insight into how we can be the catalyst for achieving your financial ambitions.

Schedule a consultation