HOLISTIPLAN

I’ve often described tax planning in two distinct ways: rear-view tax planning (looking back at your previous year), and windshield tax planning (looking forward, planning for the future). Holistiplan is a beautiful merger of both. Using intelligent automation, it allows us to instantly analyze all key metrics from your previous tax return so we can make adjustments before you file, or file an amendment if necessary. 

It also gives us a big-picture perspective to help lower your “lifetime tax bill.” Some of this involves modeling out hypothetical scenarios, maximizing credits and deductions, making the most of each tax bracket before the next jump, or solving for the right amount of Roth conversions.

Tax planning is a balancing act, where adjusting one data point can move others in unintended ways. Holistiplan safeguards that nothing catches us by surprise, and all parts of your tax plan are working in harmony.