Tax Planning

While our firm does not produce tax returns ourselves, we recognize that tax planning is an integral part of your investment strategy. That is why our firm prioritizes getting introduced to your accountant so that we can provide them with information they need to minimize your taxes. These items may include:

• 1099 Information
• Estimated Capital Gain Information
• Estimated Dividend, Income, and Interest Information
• Tax-Loss Harvesting Opportunities
• Inquiring About Adjustments to Tax Withholding
• Communicating Roth Conversion Opportunities

Providing this information will make both your life and your accountant’s life easier. We encourage you to introduce us to your accountants as we work with you. We also have several outside accountants we can provide as referrals for those clients that may need one.

Additionally, by utilizing Holistiplan, our cutting edge tax planning software, we can help integrate your tax returns and investment accounts to generate more efficient and better informed tax planning strategies for your family.