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 who will help you implement tax reduction strategies. Because tax planning/strategy is included in your advisory fee, we analyze how techniques such as deferral, deductions, gifting, and shifting of income can impact your tax returns on an annual basis.

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, tax strategy, and more. In addition, we can prepare your tax returns at a discounted rate. This includes your personal income tax return, and the return(s) for any business/trust you may have.