TAX PLANNING & PREPARATION
Tax Optimization Strategies, Integrated into Your Financial Plan
It’s Not What You Earn That Matters. It’s What You Keep.
From individual Form 1040 optimization and retirement contribution planning to business filings such as Forms 1120 and 1065, K-1 reporting, payroll tax compliance, and multi-state filings, we help you structure your taxes efficiently — so you keep more of what you earn.
Ready to take control of your tax strategy? Connect with our team today.
Susan Portnoi, CPA/PFS
Sr. Wealth Advisor
Our Core Tax Services
Filing as an individual involves much more than submitting a Form 1040. We take a personalized approach to ensure every credit, deduction, and tax-saving opportunity is fully evaluated.
Whether you’ve purchased a new home, welcomed a child, adjusted retirement contributions, or experienced income changes, we align your tax return with your current financial situation — maximizing returns while ensuring full compliance with 2026 tax laws.
Each business structure — Sole Proprietorship, LLC, S-Corporation, or C-Corporation — carries unique tax responsibilities. We manage the complexities of business filings, including Forms 1120, 1120-S, and 1065, along with K-1 distributions and payroll tax compliance.
Our proactive strategy helps business owners manage quarterly estimated payments, optimize deductions, and maintain healthy cash flow throughout the year.
State tax regulations vary significantly and often change independently from federal law. We provide comprehensive state tax preparation for all 50 states, ensuring you remain compliant wherever you operate.
From multi-state nexus issues to state-specific credits and deductions, we ensure your filings are accurate, timely, and strategically planned.
Federal compliance forms the foundation of your tax strategy. With evolving legislation — including recent updates affecting individual rates — we help you understand how federal tax law impacts your bottom line.
Our services include comprehensive income reporting, capital gains optimization, and professional representation in the event of an IRS inquiry, giving you confidence and peace of mind.
For illustrative purposes only, may not be applicable to all clients.
Featured Solutions
- Comprehensive tax planning
- Tax return preparation & filing
- Succession planning
- Charitable giving strategies
- Tax-loss harvesting
- Efficient distributions
- Roth conversions
- Retirement plan contributions
* Tax preparation and tax filing are a separate fee from our investment management and planning services.
Take the Long View with Taxes
When it comes to taxes, many families are only looking in the rearview mirror. Whether you work with an accountant or file your tax return yourself, you’re typically only measuring what happened in the past, and only one year at a time.
But what about next year? And the year after that? At Quyen Le, our CPAs can prepare your tax returns. But more importantly, we help you understand what your tax situation may look like in the future — and how the tax decisions you make today can affect your future wealth.
