Individual Tax Planning & Advisory

Strategic Tax Planning for Sustainable Financial Growth

Tax compliance is an important element of your overall financial picture, and it is critical to consider the impact of taxes in every area of your financial life. Having an efficient tax income strategy helps clients retain their savings and avoid paying unnecessary taxes.

Our goal is to build a long-term relationship with you and your family and to help navigate the ebbs and flows of your financial life. We constantly monitor changes and review your personal financial situation over time to help minimize tax liabilities. We offer the services to create tax-savings opportunities to help you with:

Tax planning and compliance for individuals, estates, and trusts

Gifting strategies

Charitable planning with donor-advised funds and charitable foundations

Portfolio review

Consultation on tax-efficient investing

Stock option planning

Expatriate taxation and tax-equalization strategies

Preserve Your Wealth, Shape Your Legacy

Selecting a financial advisor who aligns their approach with your values is paramount to a successful relationship. Our Client Experience Methodology offers a self-guided tour of SC&H’s process, fee structure, and unique approach to holistic financial planning.

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Holistic Tax Solutions for Long-Term Growth

Tax planning and preparation that enhances your financial plan, all under one roof. With SC&H, you gain a unified team of financial advisors and tax professionals developing, monitoring, and advising on your investment portfolio – a rare encounter in the financial planning space. Our holistic approach to minimizing your tax burden and maximizing your cash flow ensures your financial success.

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Make Your Future Vision a Reality with SC&H