Tax Planning

In tax planning we work with our clients by looking at the whole financial picture. We don’t just take into account their W-2’s and charitable deductions from their most recent tax year. We look years into our client’s financial futures to make sure we are taking the right steps now.

We take into account all aspects of their lives where tax is concerned, from their income, investment opportunities, charitable giving, and business opportunities. We tie in their financial lives with their tax lives to make sure that they work as one.


We help our clients develop a tax plan aimed at minimizing the amount of tax payable to the least amount while still complying with all tax law that is in effect at the time of decision and update our clients on changes in tax law and how it affects them.