Year-Round Tax Planning

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 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.

Coordination

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.