Tax-Loss Harvesting
We monitor your portfolio throughout the year to identify opportunities to realize losses — offsetting gains and reducing your current tax liability without disrupting your investment strategy.
Tax Services
Strategic Tax Preparation & Planning
Year-round guidance to align your tax strategy with your investments, retirement goals, and estate plan — so you can plan with confidence, not just react at filing time.
Pricing
Simple, transparent fees
No bundled packages or padded flat fees. You're billed only for the time your return actually takes — and tax planning comes built in for wealth clients.
Business Tax
For partnerships, S-corps, and corporations.
- Form 1065, 1120-S & 1120
- Estimated payments
- Multi-state compliance
- Entity-level planning
Individual Tax
For individuals and families filing personal returns.
- Form 1040 preparation
- Federal & state filings
- Form 709 gift tax
- Amended returns
Estate & Trust Tax
For fiduciaries, estates, and trusts.
- Form 1041 fiduciary returns
- Form 706 estate tax
- Generation-skipping strategies
- Coordinated with estate plan
Our fee
$ 175 / hour
Billed only for the time your return takes — never padded flat fees. A $750 minimum applies to individual Form 1040 returns.
Wealth planning clients save 20%, with ongoing tax planning included.
Tax Planning
Year-round strategies that reduce what you owe
Tax planning isn't something we do in April. It's built into every conversation about your investments, your income, and your goals. Here's what that looks like in practice.
Roth Conversion Planning
In lower-income years, we evaluate whether converting traditional IRA assets to a Roth makes sense — paying taxes now at a lower rate to create tax-free growth and withdrawals in retirement.
Income Timing & Deferral
We help you decide when to recognize income, exercise stock options, or take distributions — accelerating or deferring based on your projected bracket and upcoming life changes.
Charitable Giving Strategies
From donor-advised funds to qualified charitable distributions from IRAs, we structure your giving to maximize both the impact and the tax benefit.
Retirement Distribution Planning
Which accounts to draw from, in what order, and when — we build a withdrawal sequence designed to minimize lifetime taxes across your entire retirement.
Business Entity & Compensation
For business owners, we evaluate entity structure, reasonable compensation, retirement plan contributions, and pass-through deductions to optimize your total tax picture.
Our Tax Team
The people behind your tax strategy
Our tax professionals work side by side with your advisor year-round — not just at filing time. That coordination means every recommendation reflects the full picture of your investments, income, and long-term goals.
From CPAs to enrolled agents, the team brings the rigor and credentials to handle complex returns with care — and the personal attention to make the process feel straightforward.
Optimize Your Tax Strategy
Discuss how integrated tax planning can support your goals — with counsel tailored to your timeline and priorities.