Tax Planning

Thoughtful income tax planning is the foundation for managing your wealth.

In today’s environment you need to understand the ever-evolving income tax laws and regulations that impact how much tax you pay. It’s also crucial to know the full range of strategic planning options available so that you’re in a good position to pay only what you owe and can preserve more of your wealth in any scenario, regardless of tax policy outcomes.

We work with individuals and families as well as business owners and executives, offering customized tax guidance to fit your unique situation. We provide a thorough evaluation of your current taxes, your income streams, and the changing tax laws and economic factors that impact your tax scenario. You gain a strategy that supports your personal plans, including any income, estate, or business succession plans you have that can impact your income taxes.

Our Four Imperatives

1. Individualized Service

We understand the importance of personal consultation. We believe that personal service and attention to detail are imperatives. We have developed a unique menu of services that utilizes a number of external resources, giving us the ability to deliver well-researched advice personalized to your needs.

2. Preparation

We see today and prepare for tomorrow. In today’s tumultuous business environment, the planning of today may need to be adjusted, sometimes drastically, to meet the needs of tomorrow. We balance current and future considerations when we develop solutions. Our goal is to advise with flexibility.

3. Relationships

We value enduring relationships. We view ourselves as your “partners” in an ongoing professional relationship that leverages our skills with the skills and interests of you, our individual clients.

4. Empowerment

We empower our clients to make the decision. It’s true we design the solutions to assist our clients. But equally important, we apply teaching techniques to assist our clients to know the “how” and the “why” of a solution. It is only then our clients can make an informed decision.