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Taxes aren’t the flashiest part of financial planning, but they might be the most powerful. Adding tax preparation and strategy into our offering has quietly reshaped how we serve clients and how they experience our work.
A Strategy Shift That’s Changed the Game
The value of adding taxes has been twofold.
1. Big-Picture Strategy
Michelle, our in-house CPA, brings a whole new level of depth to the table. Her background allows our advisor team to think through real-world scenarios with more precision, from income planning to tax-smart withdrawals to big-picture strategy.
You might not even realize it, but if you’re working with one of our advisors, Michelle is likely influencing your plan. Behind the scenes, she’s constantly collaborating with the team, bouncing strategies, sharing insights, and helping us fine-tune recommendations.
2. Execution Clients Can Rely On
We did nearly three times the number of returns we expected because of the demand.
Our clients responded with a clear message: they wanted this handled under one roof. From prep through filing, having a consistent team coordinating both the planning and the execution made life simpler.
That’s precisely what we set out to do. Not only does it offer tax prep, but it also delivers proactive coordination across every layer of your financial life.
A Central Point of Contact
When we envisioned what this could be, we wanted to build a model where your financial team didn’t just pass the baton—we ran the whole race together. Tax prep was the missing piece in that relay.
Now, whether or not you’re using the tax prep service directly, you’re benefiting from the integration. That’s the point. We don’t want tax strategy to sit on the sidelines; we want it embedded into every conversation.
Looking Ahead
We’re already thinking about what tax year 2025 will look like and how to keep raising the bar. Our team is growing, our service is evolving, and we’re committed to bringing that same level of care and clarity into each return filed and strategy delivered.
If taxes are starting to feel like a gap in your financial life, we’d encourage you to pause and consider what integration might look like. It doesn’t have to be complicated or disconnected.
This is the kind of work we planned for. And we’ll keep planning forward.