Tax Services

Purpose-Built Planning Leverages Tax Strategies.

Shaping Your Future

Tax planning isn’t a side conversation. It is a core part of your financial plan. Purpose-Built Planning means every decision you make, from how you save to how you invest, considers the impact of taxes. If you’re not planning for taxes, you’re not planning with purpose.

Our in-house tax professionals (CPA and EA) collaborate with your advisor year-round to minimize surprises, improve cash flow, and align today’s choices with your long-term goals. We help you think beyond this year’s refund and focus on strategies that reduce your lifetime tax rate. Whether it’s proactive withholding adjustments, planning for estimated tax payments, or identifying tax-efficient investment options, we help you keep more of what you earn with intention.

“The biggest wealth management mistakes happen when taxes are treated as an afterthought. That’s why we integrate financial projections and tax strategies from the very beginning.”

– Jon Dockery

Tax Strategy

Preparing and filing your own tax return can quickly become overwhelming. Today’s tax laws are complex, and even simple returns can be tricky to navigate. It is easy to miss valuable deductions or credits you may be eligible for. While tax software can help, it cannot replace the insight and guidance of an experienced professional.

Our tax team does more than prepare returns. We look for opportunities to align your tax decisions with your bigger financial picture. We help you avoid costly mistakes and ensure your tax strategy supports your long-term goals.

Your tax return will be checked and rechecked by our team to identify potential problems the IRS may flag for audit

Your tax return can be filed electronically with direct deposit so you can get a refund back quicker.

Our team will show you how to adjust your payroll withholding to get more money back each paycheck. Why give the IRS an interest free loan for up to 16 months?

To assist with estimated tax payments and planning, we can help your project your income tax liability for the coming year.