Do you prepare my tax return?

No. We are not your tax preparer, and we do not give individual tax advice in a vacuum. We do the planning that shapes the return, and we coordinate directly with your CPA so the two are aligned. If you need a CPA, we can introduce you to one.

When is the best time to start tax planning?

Before year-end, and ideally well before. Many of the most valuable moves (Roth conversions, gain or loss harvesting, charitable bunching) have to be done by December 31. Planning in the spring only captures next year.

Can tax planning really make a meaningful difference?

Over a lifetime, yes. Smoothing income across brackets, using the right accounts, and timing large events can change your total tax bill substantially. We will show you the specific opportunities in your situation.

Services

Tax planning built into every recommendation, not bolted on in April

Your CPA files the return. We help you change what goes on it, by making the moves that lower taxes while there is still time to make them.

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Why this matters

By the time your return is prepared, most of the tax outcome is already locked in. The savings live in the decisions you make during the year: when to realize gains, how to handle equity comp, whether to convert to Roth, how to give.

We bring a tax lens to every recommendation and coordinate with your CPA so the planning and the filing line up. The point is a lower bill over your lifetime, not just this April.

The work

What we do

Project your tax picture for the year so there are no surprises and time to act.
Time capital gains, losses, and Roth conversions around your bracket and AMT exposure.
Coordinate equity-compensation decisions with their tax consequences before deadlines pass.
Plan charitable gifts for the largest deduction: appreciated stock, bunching, or a donor-advised fund.
Work directly with your CPA so the strategy and the return tell the same story.

Who this is for

This matters most when your income is high or uneven: executives with equity compensation, business owners, and retirees managing withdrawals and conversions.