Step 3: Tax Planning & Preparation

Goals & Outcomes

  • Maximize after-tax return
  • Minimize your tax liability
  • Optimize your portfolio's long-term tax strategy
  • Support your preparation and submission of tax documents

Tax planning & tax preparation focuses on the most important number in your portfolio: the after-tax number. We analyze your current tax strategy, identify sources of inefficiency,  and recommend tax planning strategies to minimize the effect taxes have on your overall wealth.

Along with tax planning in your portfolio, we also offer tax preparation services to help you with your return.