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4400 NE 77th Avenue
Suite 275
Vancouver, WA 98662


The Pacific Northwest Wealth Team

(360) 342-2029


Tax Planning

One of the key components of wealth planning is determining your current and future tax liability and developing strategies to optimize and/or minimize the taxes you pay during your lifetime. 

Tax planning can have a large impact on the amount of wealth you will have available to achieve your goals and dreams or that you may be able to transfer as your legacy to those you care about. 

We help ensure that your financial plan is tailored to utilize both tax advantaged and taxable products to help you maximize your wealth and income strategy during your lifetime and for generations to come. 

Working in concert with your personal tax professional or with Pacific NW Tax and Accounting, we can provide tax reduction strategies. Proactive tax planning allows our clients the opportunity to minimize tax burdens and build a solid foundation of tax reduction strategies that can result in years of tax savings.

Tax Planning Services: 

  •  Roth conversion analysis 
  •  Year-end tax filing services 
  •  1040 tax optimization reports 
  •  Personalized tax reduction reports 

We strive to implement a sound, well-thought-out financial strategy to minimize year-to-year tax liabilities and provide the opportunity to maintain your current standard of living throughout retirement.