Tax Strategies

Tax Strategies

Don’t pay the IRS more than you need to. Keep more of what you’ve worked so hard for by making sure your tax returns are optimized.

We help you plan for taxes based on all the unique changes you’ll encounter in your life, including:

Making the most of your return: We’ll review and analyze your return to maximize your retirement contributions, HSA/FSA, and capital gains so that you pay as little as possible over the course of your life.

Changes in your employment, family, or investments: Big changes can have big impacts on your return. We’re here to help you navigate, so you don’t pay more than you have to.

Retirement rollovers: As you approach retirement, you might want to switch your savings from taxable accounts to tax-free Roth accounts using conversions. We’re here to review and analyze when this is the best choice for you.

Required Minimum Distributions (RMDs): When the time comes, you’ll be required to start taking out your RMDs. We help you understand, plan, and minimize the tax liability of these government-imposed payments from your savings.

Tax-free gifts & charitable donations. You’re all about making an impact, and so are we. We’ll help you leverage your charitable giving so you can make the big changes you want to see in the world.