Frequently Asked Questions

The planning of your future tax liability in the years to come is just one part of the financial planning process, so this will typically be set by your Financial Advisor when discussing the tax part of your financial plan.   

So that there is ample time left in the current year to make any potential adjustments, we typically like to see clients for next years tax projections between the months of July and October.

Typically our tax preparers' will contact you to set a mutually convenient time to go over the "in-take" of your documents and review your current tax situation to see if there were any changes that need to be addressed.