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In CPA wealth management at Dimov Tax, our CPAs check the tax cost before each trade.
We start our wealth management services with one view of everything you own: an old 401(k), a brokerage account, an IRA and bank cash. A wealth management advisor then sets one investment plan across those accounts.
We set the allocation between stocks, bonds and cash by your goals and timeline.
We list each buy and sell to return your holdings to their overall allocation.
We size a cash reserve for planned spending, so you avoid selling low.
We run a portfolio stress test to show what you would lose in a long decline.
We compare fund expenses and name cheaper funds once our CPAs work out the tax.
Our CPAs act as your investment tax advisor.
IRS taxes gains at 0%, 15% or 20% after a year
IRS taxes withdrawals as ordinary income
IRS taxes no withdrawals after age 59½ once the Roth is five years old
The IRS charges 3.8% on the lesser of your net investment income, such as interest, dividends and gains, or your modified adjusted gross income above $200,000 single or $250,000 joint.
Source: IRS, net investment income tax, checked October 2026
Helpful tax planning thinking and advice... suggested ways we can make good financial decisions relative to our taxes.
After the first call, send statements for each account and last year’s tax return.
We map fees, risk, tax cost and stocks you own through more than one fund.
You sign off on the mix and the trades to reach it.
We review results with you and adjust the plan.
A big mistake younger investors (since 2008) have is they haven’t gone through a long negative market and fully believe they cannot lose in investments and thus have too much risk.
Dimov Tax sets the fee by the scope of work and how often we meet. We give you the fee to approve before we start. These are the factors, not a quote.
Enter an approximate figure in the contact message, and we discuss fit on the first call.
Our team includes CPAs and Enrolled Agents who work on individual returns, business taxes and tax planning. Tell us what you need help with when you get in touch.
Send your account types in the message, and ask for a wealth management advisor. We reply within 24 hours.
You can lose money when you invest. Dimov Tax gives general information here, not investment, tax or legal advice for your situation. Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
