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Explanation/Education regarding Income Tax Forms
We make sure you understand (as much as you're willing to) income tax preparation and filing so that you can fully take advantage of tax deductions and refunds.
Cost Basis Tracking
This is critical to making decisions regarding which securities to sell, based on the amount of time held and on the amount of gain (profit) or loss (tax deduction).
Schedules B and D Sent to Client's Tax Preparer Quarterly
Your taxable accounts are reviewed every quarter to determine if the portfolio activity should impact a quarterly tax payment.
Analyze Tax Returns for Possible Savings
We serve as a "second set of eyes" to make sure your tax returns are accurate, especially as related to investment activity.
Income Tax Projections
We look at your current income and deductions to strategize ways to mitigate current taxes and/or to create future tax-free income.
Income and Estate Tax Reduction Strategies
We look at ways to preserve your assets for the benefit of your beneficiaries.
W-4 Optimization to Maximize Take Home Pay
The goal is to arrive at April 15th at a "break even" point: you don't get a tax bill surprise, nor do you receive a large refund. Neither is good for your cash flow.