Our approach to Tax Planning is unique in the industry. We offer a comprehensive and integrated service where our clients work closely with their Financial Advisor and CPA. The CPA and the Advisor work together as a team to develop financial strategies and to look at different ways to reduce their client’s tax liability. This use of intellectual leverage is used to provide a personalized plan for helping clients to attain their financial goals. As part of the process the team meets with their clients a minimum of three times each year to review their situation and make any recommendations or changes necessary.
The service is built on a foundation of three core meetings as follows:
  1. May – August: Re-evaluate your financial goals and resources. Review current strategies and make adjustments as necessary due to changes in the tax code and new investment options.
  2. September – December: Build a forecast of current year federal tax return and identify year-end opportunities.
  3. January – April: Deliver finalized tax return and discuss current year tax and financial strategies.
By limiting our CPAs to a client base of fewer than 150, we are able to attain a much better understanding of clients’ goals and dreams. Rather than functioning as historians and record keepers our team is proactive, future thinking and focused on maintaining client relationships.