Everyone strives to minimize their income tax burden. Our income tax planning services start with an analysis of your historical tax filings. We then move to current year and immediate issues, including the preparation of any outstanding filings. The tax planning services are coordinated with the other aspects of the financial planning process in an effort to provide a comprehensive strategy for your financial growth.
Special attention is given to employer stock related matters, investment location among taxable and tax-sheltered accounts, retirement account conversion opportunities, and annual capital gain or loss harvesting. Recurring annual services include the preparation of individual, trust and estate income tax returns.