Life changed? Your tax strategy should too.
If you only see your CPA in March, you’re getting tax preparation — not tax planning. Here’s what changes when life changes faster than your accountant does.
Every milestone is a tax decision in disguise.
Marriage or Divorce
Filing status, income combining, deduction optimization, and asset titling decisions all shift the moment your status changes. We get it right from year one.
Home Purchase or Sale
Mortgage interest, points, property tax SALT impact, primary-residence exclusion, and 1031 exchanges — handled before closing, not after.
New Baby
Child Tax Credit, Dependent Care FSA, 529 plan setup, and HSA optimization — all set up to compound for the next 18 years.
Started a Business or Side Income
Entity selection, estimated payments, retirement plan setup, and home-office deductions — done before April surprises hit.
Retirement
Roth conversion ladders, Social Security timing, RMD planning, and tax-efficient withdrawal sequencing across taxable, tax-deferred, and tax-free accounts.
Equity Comp & Investment Income
RSUs, ISOs, NQSOs, AMT, capital gains harvesting, and concentrated-stock unwind plans. Your equity is your wealth — protect it.
Real outcomes. Real industries.
Illustrative testimonials representative of work performed for individual clients.