Individuals & FamiliesBusinesses
Tax Planning
Year-round strategy to anticipate tax consequences before decisions are made, not after the year has closed.
Request a consultationOverview
Most tax outcomes are decided long before a return is filed. Tax planning looks ahead: it models the effect of income, investments, compensation and transactions so that you can make informed decisions during the year.
Planning is built around your objectives and documented in clear recommendations, always within the framework of current law and with attention to the risks of each alternative.
What the engagement can include
- Multi-year tax projections and scenario analysis
- Entity structure and owner compensation review
- Timing of income, deductions and capital gains
- Retirement contribution coordination with your advisors
- Tax analysis of real estate and business transactions
- Planning around life events, such as relocating to Florida or selling a business
How We Work
A clear process from the first conversation
Every engagement follows the same disciplined path, so you always know what comes next.
Step 1: Request a consultation
Tell us about your situation through the online form, by phone or by email.
Step 2: Initial review
The firm reviews your request and contacts you to schedule a conversation and identify the documents needed.
Step 3: Proposal & engagement letter
You receive a written scope of work and fees. Work begins only after the engagement letter is signed.
Step 4: Execution & ongoing advice
Filings, planning and follow-up are delivered on schedule, with direct access to your CPA throughout the year.
Consultation
Let’s talk about your tax situation.
Share a few details about your needs and the firm will contact you to arrange a private conversation.