No. Tax return preparation is not part of our services. However, if requested, we maintain a working relationship with a separate CPA who is familiar with the strategies we implement and, if the client chooses to engage that firm directly, can prepare tax returns. The CPA participates in planning meetings to ensure that agreed-upon strategies are properly reflected in the tax returns.

Our work is focused on proactive, multi-year tax strategy rather than annual compliance or isolated recommendations. We look across income, entities, real estate, retirement plans, and investments to design an integrated approach that evolves as circumstances change.

Most clients engage us on an ongoing basis. Tax strategy is not static, and effective planning requires periodic review as income, investments, laws, and personal goals change.

Most clients engage us on an ongoing basis, as tax strategy evolves with changes in income, investments, law, and personal circumstances. Some limited-scope or project-based engagements may be available when appropriate, but one-off strategy implementation is generally not offered.

Tax outcomes vary significantly based on income, assets, timing, and implementation, and no specific results can be guaranteed. For appropriate clients, the anticipated benefit of the planning engagement is typically expected to be multiple times the cost of the engagement, based on preliminary analysis. If that threshold does not appear achievable given the client’s circumstances, we generally do not proceed with the engagement. Actual results depend on individual facts, timing, and implementation.

Engagements typically begin with an initial review to assess complexity, fit, and planning opportunities.

Implementation typically involves coordination with the client and their other advisors. We help translate strategy into action, but execution may require involvement from CPAs, financial advisors, actuaries, or attorneys, depending on the strategy.

We are based in Denver, Colorado, and work with clients throughout the United States. Meetings are typically conducted via Zoom, which allows for efficient, ongoing collaboration regardless of location. In-person meetings may be available on a limited basis when appropriate.