Tax Services
You make countless decisions each day, many of which have important tax implications.
By partnering with you, we can help make those decisions in a more strategic way.
What tax services do we provide?
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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 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.
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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, 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.