Tax Planning Coordination
Keep more of what you earn.
Tax strategy that works with your CPA, not around them.
What 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
Tax review
I look at your last two returns to understand the patterns and flag missed opportunities.
Projection
We run a projection of this year’s expected taxes with a few alternate scenarios.
Strategy
We pick one or two high-leverage moves — not twelve. Most people can’t execute twelve.
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.