Tax Planning

Tax Planning

Income tax planning is an integral part of a complete financial plan. Although we do not do tax returns, there’s valuable information that we can glean to help make wise financial decisions. We like taking a proactive approach with your CPA and together provide you with integrated solutions so that your investment planning and income tax work in concert.

We consider the position of an individual, family, investment, or business, with the goal of minimizing tax liability.


Benefits you gain from our tax planning service include:

  • Evaluating business structure to optimize the benefits of the Internal Revenue code
  • Focusing on opportunities unique to your individual business or industry
  • Understanding the tax consequences related to your individual investments
  • Maximizing your retirement plan savings under current tax law


See how we can help you with tax efficiency!

Tax Planning with Holistiplan