STRATEGIES
San Francisco Tax Planning & Preparation

Going to a financial planner for your financial plan and a tax preparer for your taxes is insane. It’s like two people working on the same project but never speaking.

We help maximize your financial plan by planning and preparing your taxes. Almost every part of your financial plan has a tax element to it, especially with stock options.

Money saved on taxes is a real value. Tax savings can be quantified. The money you save continues to work for you. Like compound interest, the benefit of having a tax smart financial plan accumulates over a lifetime so that each year we work together will build on the last.

San Francisco Tax Planning

Tax planning and preparation is woven into all three of our service offerings.

Using your pay stub and last tax return, we will create a tax plan for you to evaluate multiple scenarios. The end result is every piece of your financial plan will be optimized to produce the best tax outcome.

With your tax plan in place, you will be aware of any future tax bills. You can prepare now instead of being blindsided on April 15.

Preparing your return will be a breeze. No more mindless clicking through some online tax prep program. No more of the tax preparer who just takes what you give them and thoughtlessly produces a return.

Using your tax plan, we will help you organize your documents. We will prepare the return for you. Your return will be reviewed and compared to your tax plan to check for mistakes. We will file the return for you.

Working in San Francisco’s tech industry, you are well paid. You have stock options. You need a proactive approach to planning and preparing your taxes so that you pay what you owe and nothing more.

 

OUR STRATEGIES

Click on each strategy to see how we will employ them to help you create your financial plan.

We look forward to helping you on your path to a secure financial plan.

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san francisco wealth management firm