COMPREHENSIVE TAX PLANNING
Ongoing tax support to help you meet your goals, big and small.
Receive tax guidance from one of our pre-vetted experts on your income, investments, and other relevant factors throughout the year. This service also includes quarterly estimated tax payments and annual tax preparation and filing. Packages start at $1,500.
Venture funds
Liquidity event
Consulting income
Partner with an advisor who helps you see the big picture
How it works
If you only think about taxes during tax season, you could lose out on taking advantage of short-term opportunities to reduce your tax burden. Tell your advisor about yourself and any short- or long-term financial goals you might have, including any details about investments, equity, or other assets that you hold. They’ll work with you to create a comprehensive tax strategy that considers industry- or state-specific tax optimizations and provide you with dedicated support throughout the year.
Why you’ll love it
Aside from actual tax returns, a tax advisor can help you make advantaged decisions in key areas like equity compensation, retirement, estate planning, investment management, charitable giving, and small business planning. They’ll also take into account any major life events (like marriage or buying a home) where you might leave money on the table if you don’t consult with a professional tax advisor.
This service is perfect for...
Pricing & Details
Pricing
Packages start at $1,500 based on rates set by the advisor
Frequency
Ongoing, including quarterly estimates and annual filing
What you get
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A dedicated tax advisor
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A personalized tax optimization strategy
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Quarterly estimates
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Federal filing / State filing
Anyone with a more complex, diverse financial portfolio
For example, if you’re a taxpayer who has an interest in pass-through entities (venture capital funds, partnerships or S-Corporations) or a beneficiary of a trust, you could benefit greatly from ongoing tax planning with an expert advisor who is well versed in how to optimize your tax impact. By forming a relationship with a dedicated advisor, they’ll better understand your financial situation and be better equipped to identify these opportunities.
Anyone whose income is not subject to withholding by an employer
If you earn income from various sources throughout the year, such as equity windfalls, venture capital fund distributions, crypto investments, and sales, or small business income, an expert advisor can help you navigate your quarterly tax payments. Consequences for underpaying taxes could mean penalties and interest charges.
Anyone considering a major life milestone
Life milestone events such as buying a home, having a child, or planning for retirement can present opportunities to optimize or reduce your tax burden. Working with a tax advisor can help you take advantage of credits and deductions that fit your personal situation and goals.