TAX FAQs
Tax preparation focuses on accurately filing your return for the past year. In contrast, tax planning looks ahead to identify opportunities to reduce your current and future tax burdens, aligning your tax strategy with your broader financial goals.
We recommend meeting at least twice a year—once during tax season and again in the fall to review changes in income, investments, or life events that could impact your taxes.
Tax laws change frequently, and even minor updates can have a big impact. Our team stays up to date on evolving tax legislation and proactively reviews how each change may affect your unique situation.
Download our Spring 2026 Tax Facts Quick Reference Sheet »
Download our Fall 2025 Tax Facts Quick Reference Sheet »
We primarily serve business and rental property owners, professionals, retirees, and mid-net-worth individuals who want proactive, coordinated tax strategies that integrate with their overall financial plans.
Effective tax planning identifies opportunities to minimize taxes over time through strategic deductions, income timing, investment choices, and entity structures that align with your goals.
We’ll provide a detailed checklist, but you’ll typically need to bring your prior-year tax returns, current pay stubs, investment summaries by account type, and details about major financial events or life changes that you want to plan for.
Absolutely. In fact, that’s what sets us apart. We believe in true coordination between your tax and financial planning teams to ensure every decision supports your larger wealth strategy. We currently work with several financial advisors in the area.
Looking for a Financial Advisor, visit Real Wealth Advisors to find out more »
If the IRS has questions, you won’t have to face them. We’ll review the notice, represent your interests, and keep you informed throughout the process with clarity and confidence.
Our team continuously monitors federal and state tax updates, follows court decisions, attends over 40 hours of professional training annually, and reviews IRS guidance to ensure that every recommendation we make reflects the most current rules and opportunities.
Download our Spring 2026 Tax Facts Quick Reference Sheet »
Download our Fall 2025 Tax Facts Quick Reference Sheet »
Software can file a return but can’t see the big picture. A CPA provides strategic guidance, ensures accuracy, identifies missed opportunities, and helps you make informed decisions that align with your long-term financial goals.
For business owners, proactive planning can uncover significant savings through entity structure, timing of income and expenses, and retirement or benefit strategies—all tailored to maximize tax efficiency.
A deduction reduces your taxable income, while a credit directly reduces the tax you owe dollar for dollar. Both are valuable, but credits provide a greater dollar-for-dollar benefit.
Yes. We collaborate closely with estate planners and financial advisors to ensure your legacy is structured to minimize taxes and pass on wealth efficiently and intentionally.
Don’t panic, and don’t ignore it. Contact us right away. We’ll review the notice, explain what it means, and respond appropriately to resolve the issue as smoothly as possible.