Service
Tax planning
We plan the year before it ends: income timing, Roth conversions, charitable giving and estimated payments, coordinated with your preparer.
Who it is for
High earners, business owners and retirees
What is included
Everything in the engagement,
written down.
01
Multi-year tax projection
02
Roth conversion analysis
03
Charitable giving strategy
04
Estimated payment schedule
05
Coordination with your tax preparer
Is this for you?
Year-round planning with our CPA, so tax season holds no surprises.
Meetings
Twice a year
Languages
English, Spanish
Fee
See pricing
Book a consultation
How we work
From first call
to a written plan.
Weeks 1–2
Discover
We learn your goals, gather statements and map every account, policy and obligation.
Weeks 3–5
Plan
You receive a written plan with each recommendation, what it costs and why we make it.
Weeks 6–8
Implement
We open and move accounts, coordinate with your CPA and attorney and set up reporting.
Every year
Review
Two full reviews a year, a tax projection each fall and a call whenever life changes.
Results
Decisions our clients made,
and what they changed.
All case studies
Founder, multi-location dental group
A dental group owner prepares for a $14M sale
$1.2M
in projected tax savings
Physician couple, both 54
Two physicians bring retirement forward by four years
4 years
earlier retirement date
Family-owned manufacturer, $22M revenue
A manufacturer turns a cash squeeze into a credit line
$3M
new credit line secured
