Making financial decisions without proper tax planning can lead to unexpected consequences. We advise clients to consult with us before major financial events, such as:
- Realizing large stock gains or losses
- Selling a home
- Withdrawing from a 401(k) for a first-time home purchase or other purposes
- Any other significant financial transactions
We also provide expert guidance to small business owners on navigating and complying with tax laws when starting their businesses, ensuring a strong financial foundation from the start.