Personal Tax Advisory goes beyond basic tax filing—it's a proactive, personalized service that helps you leverage the tax code to grow wealth, build your legacy, and minimize liabilities through strategic planning and expert guidance throughout the year.

We serve individuals and entrepreneurs who are building their wealth, running businesses, or structuring their personal investments. If you're looking for a CPA and CFP team coordinating sophisticated tax strategies, this is for you.

Your journey starts with Initial Discovery to understand your current tax and wealth situation, followed by a Tax & Wealth Assessment outlining high-impact strategies with ROI, then transitions into Ongoing Advisory, executing your plan and adapting it with changes in your life or tax laws.

You'll receive a clear, focused deliverable that lays out recommended strategies—like cost segregation, 1031 exchanges, backdoor Roths, and more—complete with implementation timelines, required investment, and expected savings. We also include a Financial Plan which reviews:

• Financial Goal Development & Probability Analysis
• Financial Organization / Balance Sheet Preparation
• Cash Flow Planning and Budgeting / Debt Management
• Investment Management Review & Recommendations
• Insurance Evaluation & Recommendations
• Risk Tolerance Determination
• College Funding Plan
• Estate Planning Roadmap
• Advanced Tax Planning Strategies
• Small-Business Retirement Planning / Qual. Plan Design & Management
• Stock Options & Equity Compensation Planning
• Real Estate Analysis & Recommendations
• Alternative Investment Opportunities
• Retirement Distribution Strategy
• Social Security Timing and Evaluation
• Roth Conversion Assessment

The Tax & Wealth Assessment is $6,000, giving you a high-level yet actionable roadmap tailored for your financial goals. You receive 2 deliverables;

• A detailed tax plan showcasing strategies that will reduce or defer your tax liability and providing clear savings based on each strategy
• A Financial Plan from our Private Wealth team providing a complete breakdown of your investment strategy, financial goals, personal balance sheet and a tailored investment package based on those items.

Following your Assessment, we implement chosen strategies in a structured plan. We coordinate with financial advisors, attorneys, or specialists as needed to help turn your tax plan into real-world outcomes. Your go-forward engagement is entirely based on what you select to activate. The assessment is just a bridge to what working together could look like. The results come with execution of the strategies with our CPAs or CFPs.

Tax compliance is reactive—filing based on past data. Tax Advisory is proactive, structuring your financial decisions year-round to reduce liabilities, seize planning opportunities, and align tax strategy with long-term wealth goals.

Yes. We continually monitor economic and regulatory updates, adjusting your tax strategies proactively as laws change or your personal situation evolves. The recent updates to the Big Beautiful Bill is a perfect example. Our strategies shift based on changes to the tax code. New strategies are activated, old strategies may be reused or repurposed with new information (think 100% bonus depreciation or retroactive R&D tax credits).

We’re built to deliver net savings—not just strategies. This is a mindset shift, where you (the client) are looking at the relationship with your CPAs or CFPs as a Return on your Investment into those professionals. By mapping ROI upfront and measuring outcomes, we aim to ensure that the value you gain significantly outweighs the investment in our advisory services.