Tax Planning Coordination
Keep more of what you earn.
Tax strategy that works with your CPA, not around them.
Schedule a meetingWhat you get
Annual tax projection so April isn’t a surprise.
Roth conversion analysis in low-income years.
Tax-loss harvesting in taxable accounts, coordinated to avoid wash-sale issues.
Charitable giving strategy — bunching, donor-advised funds, QCDs.
My approach
Tax planning is a team sport. I don’t replace your CPA — I give them a longer planning horizon than a 4-hour April appointment can cover.
How the engagement works
- 1
Tax review
I look at your last two returns to understand the patterns and flag missed opportunities.
- 2
Projection
We run a projection of this year’s expected taxes with a few alternate scenarios.
- 3
Strategy
We pick one or two high-leverage moves — not twelve. Most people can’t execute twelve.
- 4
Coordination
Your CPA reviews my work before we implement anything that affects the return.
Common questions
- How do we start?
- We start with a 30-minute introductory conversation. No cost, no pitch — just a chance to see whether we’re a fit for what you’re working on.
- What does this cost?
- Fees depend on scope. I’ll outline the full cost structure during our intro call so you can decide if it makes sense to move forward.
- Do you work with people outside my state?
- I can work with clients in states where I’m properly registered. The footer lists every state on my registration.