Staying Ahead of Filling Season

Tax Strategies

You don’t have a choice about paying taxes, but you can avoid making the mistake of overpaying them. While it’s hard to imagine anyone intentionally paying too much in taxes, the IRS estimates that more than one billion dollars is overpaid in taxes each year. That’s no surprise when tax laws change every year—even in years when no major tax legislation is enacted.

Would you worry less if you had more money to save toward your goals?

Discover how much more money you could be keeping for yourself and your future.

Reduce your tax burden and increase your assets

We specialize in personal income tax preparation and planning and will, identify the tax-saving approaches that apply to your situation. We work with you throughout the year, not just when it’s time to prepare your return.

How we can help you can reduce your tax burden

You might be able to save on taxes by:

  • Restructuring your investment portfolio to produce a higher after-tax return
  • Shifting income to dependents in a lower tax bracket
  • Claiming appropriate home office deductions
  • Maximizing qualified plan and IRA contributions
  • Identifying all the deductions that apply to your small business

If you’re like most people, your taxes represent one of your largest annual expenses, yet often little or no planning is done to minimize your tax bill. Careful tax preparation and planning can free up money that you can use to achieve your goals. As personal income tax specialists, we will help you aggressively pursue every deduction you are lawfully entitled to.

Pay Me In Equity: A Millennial Guide to Understanding Equity Compensation | Part I: Pay Me In Equity

Part I discusses different types of equity and why it is important for tech professionals.

We’ve been fooled: equity is far more than we think it is. Pay Me In Equity, segmented in four parts, educates the under forty professional on understanding the details of the employer-sponsored plans while offering advice to anyone who seeks to design their wealth through growing their “personal equity.

Stay Ahead Of Filing Season

f

About us

We’ve worked hard to build the culture we have today, and every new member or preferred partner who joins us offers our clients even more value through their shared values, priorities and vision.