Your tax documents, organized by tax yearCreate an account to share your details securely with your preparer and keep every year in one place.
Tax Planning & Strategy
Strategic Tax Planning Services
Plan ahead for your taxes with year-round conversations with our team. Planning does not promise a particular result; it helps you make informed choices.
What's Included
Retirement Planning
- 401(k), IRA, and Roth IRA strategies
- Contribution limits for the current year (we confirm the IRS figure with you)
- Tax-deferred vs. Roth contribution analysis
- Catch-up contribution strategies for 50+
Investment Tax Strategy
- Capital gains and losses
- Tax-loss harvesting strategies
- Dividend income tax planning
- Cryptocurrency tax reporting
Estate & Wealth Transfer
- Estate tax planning
- Gift tax strategies and annual exclusions
- Trust structure questions to raise with your attorney
- Beneficiary designation review
Multi-Year Projections
- Multi-year tax estimates based on the numbers you give us
- Income timing and deferral strategies
- Deduction timing planning
- Quarterly estimated tax calculations
Who This Service Is For
High-Income Earners
Individuals who want to plan ahead for taxes and make use of retirement contributions
Business Owners
Entrepreneurs and small business owners looking at business structure and their overall tax picture
Investors
Active investors with significant capital gains, dividends, or cryptocurrency holdings
Pre-Retirees
Individuals 5-10 years from retirement who want to plan for RMDs, Social Security, and pension income