Taxes and planning, under one roof.
When your tax preparer and your financial planner are the same team, nothing gets overlooked and no decision happens in isolation. Your tax strategy already knows what your portfolio is doing, and your investment decisions are made with full awareness of your tax bracket.
Why it matters.
Most people have a tax preparer who files their return and a financial advisor who manages their investments. Neither one sees the full picture. We do both, so we can spot opportunities that siloed advisors miss.
How we help.
As IRS Enrolled Agents and fiduciary CFP® professionals, we use current lawful strategies to minimize your taxes. Because we plan around your tax situation when decisions come up, not just at filing time, we can act on opportunities before they pass. That includes:
- Restructuring your investment portfolio for tax efficiency
- Maximizing retirement plan contributions
- Charitable gifting strategies
- Identifying all deductions for you and your small business
- Income shifting strategies across family members
- Amending prior-year returns when we find missed savings
Tax preparation is included with LifeSighted Ongoing Financial Planning.