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Year-Round Tax Planning

Whether you prepare your taxes yourself or work with an accountant, that annual process typically involves looking at the past year, accounting for what happened, and applying the current rules to determine how your finances were impacted. But what if you could be proactive and get a clearer vision of where your taxes are going?


We Help You Be Proactive

At Shared Vision Wealth Group, our


professionals add value by utilizing a proactive process so you can become strategic with your tax planning.

We help you understand your current tax situation and, more importantly, where it's headed. We show you how today’s choices can impact your wealth over time, and we help you navigate decisions that can optimize your tax environment throughout your entire life and legacy.

Our Tax Planning Process

Our tax planning services are ongoing throughout the year and include:

Income Tax Return Review

We start by reviewing your prior year’s tax return. We then begin to depict your tax picture in the current year, forecast it for the ones to come, and uncover areas that may be actionable and worth discussion, all to optimize your future results.

Tax Discussion

We listen to you to get an understanding of your sentiment regarding taxes, the anticipated life events that could change your tax environment, and any existing and future charitable or legacy endeavors you may have. As part of our tax planning strategies, we’ll continue to discuss and make ongoing updates if you experience unanticipated life changes.

Investment Portfolio Tax Review

We review your existing portfolio to understand the tax consequences associated with the timing of your portfolio cashflows. Plus, we’ll look at any unique facets of your investment holdings that may require future decisions that will impact your taxes (e.g., Employee Stock Options, Concentrated Stock, etc.).

Forecasting Analysis & Guidance

We model scenarios and strategies to help inform your decision-making strategies for the current tax year. We also anticipate situations that could impact future financial planning.

We identify strategies and types of investment vehicles that could benefit your circumstances and implement them where appropriate or otherwise outline the necessary steps. That way, you’re prepared to take action if needed.


If you have an existing tax advisor (such as a CPA, EA, or attorney) with your permission, we'll open lines of communication with them to ensure everyone is on the same page. Because, after all, our mutual efforts will benefit your financial well-being.

Plus, where applicable and if desired, our team can securely provide annual tax documents (1099s, etc.) to your other trusted professionals to help you organize and simplify your annual tax preparation efforts.

Please note that Shared Vision Wealth Group is not an accounting or legal entity. We coordinate with your accountant or legal professional on an as-needed basis.

About Shared Vision Wealth Group

At Shared Vision Wealth Group, our objectives are aligned with yours, and we always act in your best interest. Trust is the foundation of an impactful, long-lasting relationship between you and your financial advisor, and we value your faith in us as your wealth management firm of choice.

Our Clients

Successful households (and business owners) looking for a solid plan for their financial future turn to us.

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Our Approach

It’s all about you and your financial goals—we listen and get to know you, then deliver a customized experience.

Discover How

Our Team

When you hire us, you get access to highly-skilled financial experts with proven track records.

Meet The Team

Take Control of Your Future Today

If you’re ready to work with a financial planning firm that will truly understand you and your goals and create a tailored plan, let’s get started.

(760) 349-1750

* Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP®certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.