for highly compensated employees
Is this IRS the biggest beneficiary of your paycheck?
Discover how a coordinated tax strategy can help you keep more of what you earn
How our approach keeps more in your pocket
Most tax advisors only review income taxes when filing your tax return. Our proactive approach reviews your tax situation throughout the year, while there is still time to take advantage of planning opportunities, and implement strategies to reduce your overall tax liability.
Optimized Income Deferral Strategies
When you have high income, deferring part of that income to future tax years can lead to a lower lifetime tax liability. We utilize tax deferral strategies to push some of your income out of current tax years, exposing less of your earnings to higher tax rates and realizing it in lower taxable income years.
Thorough Tax Withholding Reviews
Employees subject to supplemental income sources such as bonuses and commissions can often face large unexpected tax liabilities or have large overpayments. We review withholding throughout the year to ensure you never receive a surprise tax bill, or give the IRS an interest free loan.
Equity Compensation Exercise Strategies
If your compensation structure includes equity compensation such as RSUs, ISOs, and NQSOs, you understand that exercising these options can often lead to large unexpected tax liabilities. We proactively review your vesting schedules and advise when to exercise your options, and what the tax consequences will be.
Income taxes are the largest expense for most americans
You build budgets for other expenses like groceries, eating out, and entertainment. it's time to build a plan around your largest expense.
Book a Free Tax Strategy Call
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