Broker Check















Tax Planning Package

Below are some of the topics we can help with. 

Tax Bracket Management

Tax Bracket Management

Understand federal tax brackets and how timing income and deductions can help reduce your overall taxes.

Options and RSU

Options and RSU

Calculate the tax effect of your equity compensation and determine the best way to cash out.

Investments

Investments

Uncover ways to lower the tax bite from your investment income.

Itemized Deductions

Itemized Deductions

Learn the difference between the standard deduction and itemizing and how to effectively use both.

Charitable Donations

Charitable Donations

Determine how much you need to give before the first dollar is deducted. Then learn how to donate tax efficiently.

The price of this package is $725. Included in this package is a 1 year subscription to the tax planning section of our financial planning software.

If you would like more information or would like to sign up for our tax planning package, please fill out the form below. 

Thank you! Oops!