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Tax Reimagined

We’ve married Wealth Management and tax advice. And as a result, not only do we prepare and file clients’ tax returns – but we do it a new and unique way.

After all, if you can track your Amazon purchase and know exactly where it is in the country, why in the world can’t tax be the same? At The Retirement Planning Group, we knew there was a better way – so we created a tax experience unlike any other. You are kept up to date with notifications on exactly where we are with the preparation and filing of your tax return!

The Traditional Tax Approach

Our Approach To Taxes

Ready for a better approach to your taxes?

Our process begins with an initial phone call, where you’ll have a chance to discuss your tax needs with a team member. At the end of our call, if you decide we’re not right for you, no worries. We’re here to solve problems and make your life easier, i.e. – no pushy salespeople.

Tax Interest Form Horizontal
What type of tax return do you typically file?

For decades tax has been viewed as a once-a-year transaction where we all sprint to finish our taxes by April 15th.

At The Retirement Planning Group, tax is an ongoing yearlong consultative process where you get a dedicated tax consultant that will work with your Wealth Manager to evaluate a myriad of tax issues like maximizing long-term cap gains rate, tax-loss selling, QCD planning, charitable planning, optimizing incomes to qualify for ACA, Roth conversion analysis…the list goes on and on.

Meet Our Tax Advisors - The Retirement Planning Group

Lots of Wealth Management firms say that they do “tax planning” and look at “tax strategies”.

Most of the time they are only focused on taxation with regards to investments – not incorporating it into your tax return. We don’t just talk about tax strategies, we see them executed all the way to the end by filing your return with the IRS.