Tax Planning

Founded by Certified Public Accountant’s, we take taxes seriously. Housing and taxes are the two biggest expenses families have and both are controllable! We have expertise in advanced tax strategies to minimize, defer, or even eliminate taxes that an ordinary financial advisor may not know about. When most advisors say “go talk to your accountant” when you have a tax question, we say “we’ve got you covered”

• Claiming tax deductions
• Claiming tax credits
• Tax Investment Management/Tax Loss Harvesting
• Tax-free investing opportunities
• Tax efficient investing
• ROTH 401ks and ROTH IRAs
• 529 Plans
• Qualified Opportunity Zones
• Trusts