Advanced Tax Planning
Plan the tax before you make the move.
Year-round tax strategy from a CPA, tied directly to your investments, entities, properties and exit.
Sound Familiar?
The problem we fix.
You find out what you owe in April, when it is too late to change it.
You find out what you owe in April, when it is too late to change it.
Your entity setup made sense three years ago.
Your entity setup made sense three years ago.
Every recommendation is backed by research, analytics, and measurable insights.
Big decisions get made before anyone runs the tax math.
Big decisions get made before anyone runs the tax math.
What’s included
Everything in one plan.
Delivered by the same team that handles your tax strategy, so nothing falls through the cracks.
Delivered by the same team that handles your tax strategy, so nothing falls through the cracks.
Year-round projections
Know your number before the year ends.
Year-round projections
Know your number before the year ends.
Entity and S-corp review
Structure that fits the business you have now.
Entity and S-corp review
Structure that fits the business you have now.
Entity and S-corp review
Every recommendation is backed by research, analytics, and measurable insights.
Quarterly estimates
Set right, so there are no April surprises.
Quarterly estimates
Set right, so there are no April surprises.
Quarterly estimates
Set right, so there are no April surprises.
Equity compensation tax planning
RSUs, stock options and deferred comp planned around your tax bill.
Equity compensation tax planning
RSUs, stock options and deferred comp planned around your tax bill.
Equity compensation tax planning
RSUs, stock options and deferred comp planned around your tax bill.
Charitable planning
Give with a strategy, not just a receipt.
Charitable planning
Give with a strategy, not just a receipt.
Charitable planning
Give with a strategy, not just a receipt.
Filing coordination
Returns prepared by our sister firm, Éclat Financial Consultancy.
Filing coordination
Returns prepared by our sister firm, Éclat Financial Consultancy.
Filing coordination
Returns prepared by our sister firm, Éclat Financial Consultancy.
Who We Serve
Built for your kind of income.
FAQs
Questions before we grow together?
Who do you work with?
Business owners, high-income professionals, executives with equity compensation, pre-retirees and retirees, and families building generational wealth.
Do you work with people who aren’t business owners?
How is Éclat different from a regular financial advisor?
What do I need to prepare before the call?
How often will we meet?
I already have a CPA. Can I keep them?
Do you work with clients remotely?
FAQs
Questions before we grow together?
Who do you work with?
Business owners, high-income professionals, executives with equity compensation, pre-retirees and retirees, and families building generational wealth.
Do you work with people who aren’t business owners?
How is Éclat different from a regular financial advisor?
What do I need to prepare before the call?
How often will we meet?
I already have a CPA. Can I keep them?
Do you work with clients remotely?
FAQs
Questions before we grow together?
Who do you work with?
Business owners, high-income professionals, executives with equity compensation, pre-retirees and retirees, and families building generational wealth.
Do you work with people who aren’t business owners?
How is Éclat different from a regular financial advisor?
What do I need to prepare before the call?
How often will we meet?
I already have a CPA. Can I keep them?
Do you work with clients remotely?
Let’s Work Together
Let’s build your wealth plan.
Book a free 30-minute strategy call with our team.
Bring your questions, leave with next steps.
Let’s Work Together
Let’s build your wealth plan.
Book a free 30-minute strategy call with our team. Bring your questions, leave with next steps.
Let’s Work Together
Let’s build your wealth plan.
Book a free 30-minute strategy call with our team.
Bring your questions, leave with next steps.