Tax Planning

Line graph with dollar sign and percent sign icons indicating financial data or interest rate trends.

Individual & Family Tax Planning

  • Withholding and estimated payment planning

  • Life event tax impact (marriage, children, retirement, inheritance)

  • Education and child-related credits

  • Roth conversions and retirement strategies

  • Healthcare strategies and health savings account (HSA)

Business Tax Planning

  • Entity selection and restructuring (e.g., LLC vs. S Corp)

  • Owner compensation and reasonable salary strategies

  • Expense planning and timing strategies

  • Home office and vehicle deduction strategies

  • Retirement plan selection and funding (Solo 401(k), SEP IRA, etc.)

Investment-Related Tax Planning

  • Capital gains and loss harvesting

  • Depreciation planning (bonus vs. straight-line)

  • Real estate cost segregation strategies

  • 1031 exchange planning

Strategic Year-Round Tax Planning

  • Quarterly check-ins and projections

  • Tax bracket management and marginal rate smoothing

  • Income deferral and acceleration planning