We can work hand in hand with our dedicated CPA firm partners rather than referring you out. We handle tax optimization woven into your investment and wealth decisions — asset location, tax-loss harvesting and gain management, Roth conversion timing, retirement distribution and income planning, charitable, gifting and concentrated stock strategies, and estate projections. Our CPA partners handle the compliance and planning at expert depth — returns and filings, corporate and pass-through entity strategy, entity selection and restructuring, historical accounting, audit support and IRS representation, and gift and estate tax calculations. If you already have a CPA you value, we coordinate with them the same way.