what we do
Proactive Tax Planning From Start to Finish
Gain full control of your tax liability throughout the year. No more unexpected balances due, returns filed without any explanation, or advisors ghosting you during the year when you need answers.
What You Get From Working With WealthPath
01. Customized Tax Planning
We build a customized tax plan that supports your specific situation. From there, we help you take the necessary action on our recommendations.
02. Mid-Year & Year-End Tax Projections
Detailed tax projections at mid-year and before year-end to identify tax planning opportunities and tax exposure before it’s too late.
03. Scheduled Planning Meetings
We schedule touchpoints throughout the year to answer your questions and adjust your strategy as the year progresses.
04. Estimated Tax Planning
Quarterly estimated tax calculations to identify any estimated tax filing requirements so you’re never hit with underpayment penalties again.
05. Unlimited Phone & Email Support
For those “quick” questions between meetings, you can always reach us via phone or email. We pride ourselves on our fast response times.
06. Complete & Accurate Preparation
Even the best plans can be nullified if not reported properly. We prepare a complete and accurate tax return, and take time to explain the results.
07. Seamless Virtual Experience
We use best-in-industry video conferencing and client portal solutions to provide the best virtual experience possible.
08. 24/7 Electronic Tax Return Access
Unlimited access to your tax returns whenever you need them. Your tax returns are available 24/7 on our secure client portal.
09. Tax Notice Support & Resolution
Tax notices are bound to occur. We explain any notice you receive, provide action items for resolution, and, when appropriate, respond on your behalf.
Common Questions
Do I Have To Engage In Planning, Or Will You Just Prepare My Tax Return?
No, you do not have to engage in planning. While we believe we can offer far more value through a year-round tax planning engagement, we understand that it’s not for everyone. We do work with clients who are only looking for annual tax return preparation.
Do You File Timely, Or Will I Have To File An Extension?
We only file extensions if they’re a result of something out of our control. Sometimes we are required to extend while we wait on a Schedule K-1 from an outside investment or while you gather all of your information. But if we have all information necessary, we will not file an extension.
How Much Can I Actually Save?
Tax savings vary significantly based on your specific tax situation. Many of the strategies that we recommend can save you thousands each year. However, much of the value we provide is from managing your tax liability, not necessarily reducing it.
This Sounds Expensive, How Much Do You Charge?
Our fee is based on your specific tax situation and the value we can provide. For example, we wouldn’t charge the same fee for a single W-2 employee as we would for someone with a business and 3 rental properties.
During our strategy call, we will provide an exact quote of our fee, and what the billing structure will be. If something changes during the year (you start a business, purchase a rental property, etc.), we will quote you ahead of time for any change in fee structure.
You will never receive a surprise invoice when working with us.
Book a Free Tax Strategy Call
Complete this form to schedule a 1-on-1 strategy call to see what your tax advisor might be missing.