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Tax & Financial Planning

Tax & Financial Planning Services

We have found over the years that many clients need a bit more than “just” tax preparation. You may be anticipating some of the below complexities and need a firm to turn to for guidance and planning:

    • Self-employment/contractor/freelancer income
    • Rental properties or personal new home purchase
    • Sale of Home or sale of other types of property
    • Equity Compensation. For example, RSU, ESPP, ISO, NSO, etc.
    • Moving of states or residency issues related to working from home away from your employer
    • Company IPO, merger & acquisition
    • Crypto currency
    • Foreign Income Exclusion & Foreign Tax Credit
    • Investment allocation
    • Business structure optimization
    • IRA, 401k, Roth IRA, and other investment strategies (or loans from these types of plans)

Our team of experts has guided countless clients through these complexities and many more. Happy to put together a tax plan or financial projection based on your individual circumstances. Just contact us below for either a verbal appointment or numerical projection.

Need help with Tax & Financial Planning?

Call us today at (866) 681-2140, email us at, or fill out the form and we’ll get in touch immediately.

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