Education regarding Income Tax Forms
We make sure our clients understand income tax preparation and filing so that they can fully take advantage of tax deductions and refunds.

Cost Basis Tracking
Knowing the Cost Basis of securities is critical to making decisions about when to sell. We base decisions on the amount of time held and on the amount of gain (profit) or loss (tax deduction).

Schedules B and D 
We work as a team with our client's tax preparer to stay on top of their schedule B and D worksheets. Each taxable account is reviewed every quarter to determine if the portfolio activity will impact a quarterly tax payment.

Analyze Tax Returns for Savings
We serve as a "second set of eyes" to review our client's tax returns, especially regarding investment activity.

Income Tax Projections
We look at our client's current income and deductions to strategize current taxes and help create future tax-free income.

Income and Estate Tax Reduction Strategies
We look ahead to help preserve client assets and establish the legacy they want for their beneficiaries.

W-4 Optimization to Maximize Take Home Pay
Making money work for our clients is the goal. When we reach April 15th, they will understand their tax strategy, not be surprised by a tax bill.


Disclosure: Nothing provided on this site constitutes tax advice. Individuals should seek the advice of their own tax advisor for specific information regarding tax consequences of investments. Investments in securities entail risk and are not suitable for all investors. This site is not a recommendation nor an offer to sell (or solicitation of an offer to buy) securities in the United States or in any other jurisdiction.