Tax planning is an essential part of your financial plan. At Sharpe Wealth Management, we will work with your certified public accountant (CPA) to ensure that all elements of your plan are working together and that you are managing your overall tax liability. We will look at everything, including things like the timing of income and purchases, saving for retirement, tax gain-loss harvesting, net unrealized appreciation (NUA), exercising stock options, charitable contributions, deductions, and much more. Our comprehensive tax planning can help ensure that you are not paying a penny more in taxes than you should be.

Are you doing everything possible to reduce your tax liability?