We start with a conversation.
It’s crucial that we are mutually comfortable working together – that we trust and respect each other. We spend time listening, learning and understanding you. We want to know what you’ve learned along your journey and we want to know where you want to head next.
With in-house tax professionals, we work closely with your CPA and tax preparer to help you work through the most complicated tax strategies and planning solutions. Whether it be back-door Roth conversions, Opportunity Zone Fund Investing, income and capital gain reduction strategies, planning around concentrated stock positions, RSU’s or stock options – we have you covered.