Tax planning
Summary
Fewer surprises in April, more kept each year.
Fee
Part of the yearly plan fee
Tax is one of the few costs you can plan for. We look at your income, accounts and gifts together and find the order that costs you least.
That can mean Roth conversions in a quiet year, harvesting losses, or giving to charity from the right account.
We work with your accountant so the plan and the return agree.