Money with Intention

We understand that choosing to work with a tax professional is an important investment, and we appreciate the opportunity to earn your trust.

Tax strategy is about looking forward—not just looking back.

Tax strategy focuses on current-year and multi-year planning designed to help you optimize your tax position. By the time your tax return is being prepared, many opportunities to reduce or better manage your tax liability may have already passed.

A proactive approach allows us to evaluate your situation throughout the year, identify potential tax-saving opportunities, and help you make informed financial and business decisions before important deadlines pass.

Our goal is simple: help you plan ahead so there are fewer surprises at tax time.

Tax Strategy Essentials

• 30 minute phone call
• Review of one prior year tax returns
• Withholding review
• Tax deduction and credit review
• Discuss pros and cons of each proposed strategy
• Opportunity to ask questions and provide clarity
• Tax Plan will be provided with recommendations
• Starting at $350

Tax Strategy Plus

• 1-hour in person meeting
• Withholding review
• Tax deduction and credit review
• In-depth review of tax strategies
• Review of two prior year tax returns
• Personalized discussion of your financial/tax situation
• Time for complex questions and deeper understanding
• Tax Plan will be provided with recommendations
• Basic net-worth statement for planning
• Starting at $600

Tax Strategy Partnership

• Two 1-hour in person meeting
• Year round email support
• In-depth review of tax strategies
• Adjust strategies as your situation changes
• Review of three prior year tax returns
• Personalized discussion of your financial/tax situation
• Time for complex questions and deeper understanding
• Long-term planning net worth statement
• -year tax planning projection to visualize future impact
• Starting at $1,000

Published August 13, 2026