Client Services

Individual Tax Planning

A blank U.S. Tax Form 1040 with checkboxes for filing status and a pen placed on it, alongside part of a calculator.

We help to position and educate our clients for the best tax outcome possible. We provide ongoing or year-end tax consulting related to retirement contribution needs, tax loss harvesting analysis and recommendations, income tax liability projections, or advice on certain tax positions.

  • Retirement contribution computation

  • Working closely with your CFP for tax loss harvesting opportunities

  • Year-end tax planning

  • Inheritance advice

  • Guidance on Charitable Remainder Trusts and Donor Advised Funds

  • Calculating tax effects from Required Minimums Distributions

  • Sale of home advice

  • Ongoing communications with existing clients related to relevant regulation updates.

  • IRS Audit Support

Learn more about Fees