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.