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TAX PLANNING + PREPARATION
it turns out, you don't have to be surprised by your taxes every April –
is our in-house service for
tax planning, preparation, and projections.
tax preparation*
mid-year tax projections
collaboration with your existing accounting team
*Important Info:
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available for EV Clients only.
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tax preparation is an add-on fee, determined in advance based on your complexity.
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we don't do business returns or bookkeeping (currently)
who's in charge here
this is our tax planning director:
CERTIFIED FINANCIAL PLANNER®
"I know this might sound funny, but taxes are kind of 'forensic' to me. Every tax return tells a story. I think it makes me a better planner to be able to understand tax preparation on a deeper level.
The thing I've found is, everyone comes at it from an 'accountant' kind of perspective, which is fine. But the main cause of tax anxiety (and everyone has some amount of it) is the not knowing, every year.
I love getting to learn about people through their taxes, and then alleviate some of that anxiety through a look-ahead approach (aka EVtax). I guess you know you're doing the right work when taxes are fun for you [laughs]."
"The main cause of tax anxiety is the not knowing, every year"
tax strategies:
most importantly:
what we build is exactly and only for you. Everyone has such unique in's + out's, and being able to customize it brings added accuracy.
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