Tax planning while you still have choices

A Roth conversion in November can be a smart move, while the same one discovered in March is just a bill. Stock sales can be timed or paired with losses, and estimated payments can match this year instead of two years ago.

• Current-year tax projections
• Estimated tax payments for self-employment income
• Withholding checkups after a job or life change
• Capital gains, losses, and the timing of investment sales
• Retirement distributions and Roth conversions
• Selling a home, a rental, or another major asset
• Inherited property and what it means for your taxes
• Multi-year planning around retirement or a business sale

For some people, planning is a single projection and a set of estimated payment amounts. For others, it's a few conversations spread through the year as decisions come up. We'll recommend what fits your situation and nothing more.

Good advice needs context, so our planning services are designed mainly for existing clients whose history we already know. If you're new and facing a time-sensitive decision, start with onboarding and mention it right away.

Taxes are one piece of your financial life. For clients who want investment and retirement guidance, we partner with a trusted financial advisor, so your tax and investment decisions are made together. If you already have an advisor or attorney, we're glad to coordinate with them.