The purpose of tax planning is to determine how to accomplish all of the other elements of a financial plan in the most tax-efficient manner possible. This includes two goals: minimizing taxes now and minimizing taxes on death. For the most efficient planning we work collaboratively with your accountant to ensure that we are all working towards your goals.
An accountant’s role is to file the tax return and find opportunities to save taxes. As a financial planning firm that focuses on Tax Planning as a portion of the entire plan, we can spot additional areas of opportunity. We collaborate with your accountant to assess opportunities and find the best ways to minimize your taxes.