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Individual Tax Advisory & Planning (1040)
Tax planning shouldn’t be a once-a-year event. We help you proactively manage your tax situation, reduce surprises, and align tax decisions with your long-term financial goals.
This engagement is designed for individuals and families who want year-round planning—not just tax return preparation. We start with your goals and your real-world decisions, then build a forward-looking plan so you know what to expect and what to do before year-end.
This is right for you if:
You want clarity before you file, not after
You want a plan for withholding and estimated payments
You have complex income, life events, or major decisions ahead
Proactive planning helps prevent avoidable surprises and supports better decisions. Instead of reacting at filing time, we help you plan ahead so taxes are anticipated and funded throughout the year—often improving cash flow, confidence, and outcomes.
High-level awareness and coordination with specialists
Marriage/divorce, windfalls, career changes, new child/adoption
How It Works
Discovery and planning goals
Annual projection and planning recommendations
Estimated payment/withholding plan
Implementation coordination as needed
Year-end review to adjust before December 31
Frequently Asked Questions
Tax preparation reports what already happened. Tax planning helps you make decisions during the year so your tax outcome is more predictable and aligned with your goals.
Not automatically. Many clients pair planning with return preparation, but return prep is a separate engagement and scope.
Most clients start with an upfront planning meeting, then a mid-year and year-end check-in. Meeting cadence increases for complex situations like stock compensation, multi-state moves, or liquidity events.
Yes. We build an estimated tax and/or withholding plan with timing and target amounts and align it to your cash flow.
Yes. Stock compensation planning is a common add-on when you have vesting schedules, exercises, AMT exposure, or liquidity events.
We can address rental-related planning through a real estate add-on module, including depreciation strategy coordination and passive activity planning.
Yes. We regularly coordinate on tax impact and planning considerations. We do not select securities or manage investments.
Frequently asked questions
Tax preparation reports what already happened. Tax planning helps you make decisions during the year so your tax outcome is more predictable and aligned with your goals.
Not automatically. Many clients pair planning with return preparation, but return prep is a separate engagement and scope.
Most clients start with an upfront planning meeting, then a mid-year and year-end check-in. Meeting cadence increases for complex situations like stock compensation, multi-state moves, or liquidity events.
Yes. We regularly coordinate on tax impact and planning considerations. We do not select securities or manage investments.
Yes. We build an estimated tax and/or withholding plan with timing and target amounts and align it to your cash flow.
Yes. Stock compensation planning is a common add-on when you have vesting schedules, exercises, AMT exposure, or liquidity events.
We can address rental-related planning through a real estate add-on module, including depreciation strategy coordination and passive activity planning.
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