A YEAR-AT-A-GLANCE APPROACH

Proactive
planning. Every
season.

We work with you throughout the year — not just at tax time — to help you stay prepared, make strategic decisions, and move toward your goals.

Schedule a
Planning Consultation

Compare
our plans

HOW A PLANNING YEAR WORKS — THE SAME EVERY YEAR

Four steps, so you always know what’s next.

CONSULTATION

We learn your income, goals, and the changes ahead, then recommend the plan that fits.
YOUR SCHEDULE

We set the months of your planning sessions and the month we’ll complete your return.
PLANNING

We adjust withholding and estimates, and model big decisions before you make them.
YOUR RETURN

Your return is completed in its scheduled month, with no surprises along the way.

Your planning year,
on one page.

Each client gets an annual schedule: the months of
your planning sessions and the month we'll complete
your return. We keep it the same year to year, so you
always know what's next.

JanFebMarAprMayJunJulAugSepOctNovDec

Strategic

Four planning sessions

Session Session Session Return Session

Growth

Two planning sessions

Session Return Session

Foundation

Return only

Return

Estimates paid by April 15

Planning session Your return completed Estimated payments made before the April deadline Example schedules. Your months are set with you.

Yes, we file
extensions.

Spreading returns through spring and summer means many are filed on extension. Because planning comes first,
your estimated payments are made before the April deadline. The extension changes when the paperwork is
filed, not when tax is paid, and you'll know the month your return will be finished.

More time to review.Spreading preparation beyond peak deadlines gives us more time to review your return carefully and resolve questions before filing.
Time to account for tax law changes.When federal or state tax laws change retroactively, filing later can give us time to apply those changes before submitting your return and may help avoid an amendment.