Tax Planning Package
Below are some of the topics we can help with.

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

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

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

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

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