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Tax Planning

The tax code is complex and it affects all areas of your financial life.  As a Certified Public Accountant, our firm principal, Scott Draper, is experienced and knowledgeable about how tax law affects your personal financial situation.  Tax planning is provided as part of the comprehensive and ongoing Financial Planning services.  Personal Wealth Management is also provided in a tax-efficient manner.  Portfolios are designed using intelligent tax location strategies.  Investment positions are also managed to minimize taxable capital gains whenever possible.

Tax preparation services are also offered to Personal Wealth Management and ongoing Financial Planning clients on an as-needed basis.


Download Our Tax Reform Ebook!

There's a lot of confusion around the new Tax Reform and Jobs Act. Luckily, we're here to help. This Ebook will tell you everything you need to know about the biggest tax overhaul in 30 years.

Learn How to Avoid These 6 Common Tax Errors

Knowing how you need to file your taxes depends on your income and filing status, as well as which deductions and credits you can claim. In this free ebook, we share some common errors to avoid.

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