Tax Planning
You make countless decisions each day, many of which have important tax implications. We can help you make them in a more strategic way.
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Fully integrated tax planning and investment management
Many firms offer tax planning, and many offer investment management. Only a handful fully integrates them as we do. We build your investment portfolio with our tax strategist to help you implement certain tax reduction strategies. We also analyze how techniques such as deferral, deductions, gifting, and shifting of income impact your tax returns on an annual basis.
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Year-Round Tax Servicing
In partnership with our sister tax firm Summit Tax Planning, we provide full scale tax servicing year-round, not just during “tax season.” This includes tax consulting, mock tax projections, and proactive tax strategy. In addition, we can prepare your tax returns (personal income tax return and the return(s) for any business/trust you have).