Who We Serve

 

High-Income Earners

We understand the unique tax planning needs of professionals and executives. Strategic tax planning around incentive stock options, RSUs, and concentrated stock positions are just a few of the opportunities we advise on. High income earners often are paying a lot in taxes, which means there are opportunities to reduce taxes through proper planning. We work with many people from Best Buy, 3M, General Mills, United Health Care, Target, US Bank, and many other large local companies. We understand their benefits and compensation packages and the tax issues surrounding them.

 
 

Diligent Savers

While our clients don’t always consider themselves to be “rich”, thanks to a lifetime of diligent saving and frugal living they have accumulated investment portfolios of over $500,000. We’ve found that significant savings and investments creates a lot of tax planning opportunities. This is accomplished by tax-loss harvesting, utilizing asset location strategies, and avoiding unnecessary turnover and capital gains. Fully integrated tax planning around not only your earned income but also your investment income ensures true tax efficiency.

 
 
 

Retirees and Pre-Retirees

We understand the complicated tax situation that many retirees and pre-retirees face. With your income often changing dramatically during this chapter of life, it brings its own set of challenges as well as tax planning opportunities. We can help navigate this important and exciting time; advising on RMDs, timing and sourcing of withdrawals, and limiting the overall tax drag on your investment income as you draw down assets. With the right tax planning, we can make sure more of your money stays with you and your loved ones.

 
 
 

Looking for a Trusted Tax Advisor

Our clients understand the importance and value of having an experienced tax advisor on their team. As a result, we’ve built lasting relationships with our client base. We do not work with “do-it-your-selfers” who utilize tax preparation software and are looking for someone to review their work. We need that time to focus on our on-going client base.

 
 
 

Nice People

This might sound cliché, but we only work with genuinely nice people with whom we share a mutual respect. As a boutique tax firm we purposely limit the number of households we serve - these are going to be individuals and families we enjoy working with.

 

Unsure our firm is right for you? Not a problem, we still encourage you to reach out. Our goal is to help everyone we connect with find a good solution for their tax needs, whether or not that is working with us. If we believe you would be better served with another tax preparer we can provide local referrals.

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