Tax Planning

Innovative Strategies. Client-First Approach.

At our firm, financial planning and tax strategy go hand in hand. Because we offer both wealth management and in-house accounting, our financial planners work directly alongside our CPAs to deliver a truly integrated approach. This collaboration allows us to identify and implement tax-advantaged investment opportunities that may be overlooked by a standalone advisor. Whether it's optimizing Roth conversions, evaluating alternative investments like oil and gas, or strategically placing assets to minimize taxes, our team ensures every financial move is made with your overall tax picture in mind.

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Our Services

Integrated strategies that align your investments with your tax picture, helping you keep more of your wealth, year after year.

Roth Conversions

Strategically shifting pre-tax assets to Roth accounts for long-term tax-advantaged growth.

Employee Stock Options

Planning around exercise timing and tax treatment to maximize after-tax value.

Alternative Investments (Oil & Gas)

Leveraging investments with potential for tax deductions and diversification.

Municipal Bonds

Generating tax-exempt income while preserving capital.

Tax-Loss Harvesting

Offsetting capital gains and reducing taxable income through smart portfolio management.

Asset Location Strategy

Placing investments in the right accounts to maximize tax efficiency across your portfolio.

Qualified Charitable Distributions

Making tax-smart charitable donations directly from IRAs once you're eligible.

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of clients report feeling more financially secure after implementing a personalized wealth strategy

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Client satisfaction with long-term investment outcomes

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Improvement in overall financial organization and clarity

Greater likelihood of meeting retirement goals with a tailored plan

The Impact of Thoughtful Wealth Management

Effective wealth management goes beyond numbers — it's about building financial independence and a legacy for future generations. Our approach ensures your goals remain the priority at every step.

Enhanced Financial Confidence
Long-Term Asset Growth
Personalized Investment Strategies
Risk Mitigation & Diversification
Generational Wealth Planning
Tax-Efficient Solutions

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Additional Services to Maximize Your Business Potential

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Financial Planning

As wealth advisors, we believe in innovation, and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of our energy, commitment, and efforts are focused on you, the client, and your success.

Personal Accounting

At GWH, we do more than prepare your taxes — we get to know you. Whether it's a new job, a growing family, or a change in income, we stay in touch throughout the year to help you plan ahead, avoid surprises, and make confident financial decisions. Our goal is to be the team you rely on, not just during tax season, but whenever life changes. With a team of experienced CPAs who know the tax code inside and out, we’re here to help you navigate deductions, credits, and complex filings with confidence.

Business Accounting

Our business accounting services go beyond the basics to provide clarity and strategy. Whether you're a startup finding your footing or a seasoned business refining your operations, we tailor our services to meet your needs at every stage of growth. From staying compliant to planning ahead, we help you make informed decisions that move your business forward.

Tax Planning

Not sure where to start? We've Got You Covered

See All FAQS

What types of clients do you work with?

We work with individuals, couples, families, and small-business owners at all stages of their financial journey — from just getting started to planning for retirement.
If you care about making smart decisions with your money, you’re in the right place.

Where are you located?

What should I bring to the first meeting?

Can you help with things like buying a house, starting a business, or having kids?

Are meetings in person or virtual?

How often do we meet if I become a client?

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Whether it’s a portfolio review or simply seeking guidance on where to start, we’re here to help.