What is Tax Planning?

Planning is the single most important aspect for any taxpayer. While tax preparation is looking backwards to report on what happened, tax planning is about looking ahead.

Our tax planning sessions have two goals in mind for our clients:

  • Finding creative strategies to (legally!) reduce the taxes you’re paying

  • Ensuring you have no surprises at tax time (i.e. no big bills or tax penalties)

Our Approach

Tax planning sessions are 1-1 with our Advisory team, where we’ll come to you with proactive guidance on how to accomplish these goals.

The strategies we’ll suggest are tailored for each client, but may cover:

  • Employer withholding (W-4) / estimated tax optimization

  • Retirement strategies

  • Education strategies

  • Charitable donation strategies

  • Business expense strategies (for freelancers)

  • Other topics you’d like to explore

What our clients say