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Tax Planning

Tax Planning is a critical, and increasingly more important component of financial planning.  Every area of financial planning has tax consequences.  It's important that your financial planner understand the tax consequences of their recommendations.  Enrolled Agents bring that knowledge to our conversations.

Let's start with what we don't do.  WE do not prepare tax returns.  Our purpose in having an Enrolled Agent on staff is to have deep knowledge of taxation and how it relates to the areas of financial planning we specialize in.  If you already work with a tax professional, we can coordinate with them to ensure that we are working towards the same goals.

What we do for our clients: We analyze their tax return and create an Annual Tax Report that can be shared with your tax advisor to ensure that our financial planning recommendations and tax considerations match.  We also help with tax bracket management to ensure that important credits and deductions are available.  Tax bracket management is extremely important when considering a Roth IRA conversion or other unusual income situations.  You don't want to jump into the next tax bracket unexpectedly. Finally, we can perform scenario analyses so you can understand the implications of financial decisions.