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Tax Planning


Proactive tax planning integrated with your financial plan

As part of our effort to provide you with comprehensive and collaborative wealth management,


We are proud to have launched our tax division, Elevánt Tax which includes, but is not limited to Annual Tax Planning and Strategy as well as tax preparation and filing.

Life as we know is ever-changing. So are IRS tax regulations and the risks within taxation. We believe the best way to navigate change and uncertainty with taxes, is to have a proactive plan that considers every area of your financial life.

Life as we know is ever-changing. So are IRS tax regulations and the risks within taxation. We believe the best way to navigate change and uncertainty with taxes, is to have a proactive plan that considers every area of your financial life.

Our tax planning team will integrate with your overall financial plan to not only simplify your life by bringing both wealth management and tax services under one roof but ensure that your life goals and values are reflected in both your financial and tax strategies.

What We Offer

Complementary Tax Analysis

A second set of eyes on last year’s taxes can shed some light on what tax opportunities you may be able to take advantage of in the future

Annual Tax-Planning

Roth Conversions, Tax-Loss Harvesting, Tax-Efficient Investing, W-4 adjustments, HSA Planning, and other potential forward looking adjustments

Annual Tax Preparation and Filing

Family and/or individual tax filings, business, trust, gift, charitable entities, and family entities

Proactive Tax Planning Around Life Events

Death of a loved one, divorce, marriage, sale of large assets including real estate, etc.

Proactive Tax Planning Around Business Events

              Business succession planning, exit planning, mergers & acquisitions, buy/sell conversations, etc.

Maximizing Charitable Contributions

Evaluating adjusted gross income and available assets and deductions to maximize your gifting strategy.          

Tax Mitigation Strategies

Evaluating your entire financial picture for opportunities to save taxes both today and in the future

Business Planning

Evaluating Corporate structures (Sole Proprietorship, S-Corp, etc) to best suit your business needs.

Financial Planning Integration

Ensuring that your tax plan and financial plan are considered collaboratively and efficiently working together for your benefit.

Our seasoned and experienced tax professionals


Work alongside our wealth management team, giving us the ability to execute efficiently with both continuity and depth designed to bring you a seamless, simplified Elevánt experience.