Broker Check

Tax Analysis

Who is Tax Analysis For?

Who is Tax Analysis For?

High income clients and anyone else looking for strategies to reduce their income taxes. 


How Does it Work?

After you upload your most recent tax return through our secure portal, we will then utilize our tax analysis application to create your customized tax report.  Then we will explain the report during a review meeting.  A tax scenario analysis (i.e. Roth IRA conversion) may also be included.


Why Should I Do This Now?

Why Should I Do This Now?

Taxes touch every part of your financial life. Your tax return is a financial fingerprint: it's completely unique to you, complete with valuable clues and information. Understanding your return equips us to have more valuable and actionable conversations with you.

There is no time like the present to review your tax situation and make any necessary adjustments in preparation for next year's tax filing. 


How Is This Different From Tax Software or a CPA?

How Is This Different From Tax Software or a CPA?

Both your tax software and your CPA are only looking at your tax returns, not your whole financial picture.  Most of the time, these service providers are delivering little to no tax advice or strategy ideas.  

Our tax analysis application can help assess your taxes and allow us to identify the best ways to optimize your tax savings.  We will evaluate topics like tax efficient retirement vehicles, charitable giving strategies, realizing capital gains, Roth IRA conversions, tax credit eligibility, and more.  We can also run projections to see how potential changes may impact your upcoming tax liability.


Ready to Get Started?

All we need to get started is a brief conversation with you and a PDF file of your most recent tax return.

Choose a date and time below to schedule a 30 minute introductory call.