Tax Planning and Preparation

Take control of your tax situation with proactive strategies and precision-driven preparation.

At VIP Wealth Advisors, our tax planning and preparation services are designed to help you keep more of what you earn. We don’t just file returns—we build tax strategies that align with your financial plan, investments, and long-term goals. Here's what you can expect:

1. Strategic Tax Planning Year-Round

   We don’t wait for April to start thinking about your taxes.

   • Proactive planning throughout the year
   • Strategies to reduce current and future tax liabilities
   • Coordination with your investment plan and equity compensation
   • Ongoing monitoring for tax law changes that affect your plan

2. Tax Return Preparation (Yes, We File for You!)

   Your annual tax return is prepared in-house by our team—no outsourcing.

   • Federal and state tax returns prepared and filed for you
   • Annual review to ensure accuracy and opportunities for savings
   • Integration with your financial plan for seamless coordination

3. Review of Prior-Year Tax Returns

   We’ll look back to look forward.

   • Identify missed opportunities from previous years
   • Correct oversights or errors
   • Use past data to inform smarter future planning

4. Tax-Efficient Investment Strategies

   Your investments and taxes should work together—not against each other.

   • Asset location strategies (taxable vs. tax-advantaged accounts)
   • Tax-loss harvesting when appropriate
   • Capital gains and income planning

5. Specialized Guidance for Stock Compensation

   We help you make sense of complex equity comp.

   • Incentive stock options (ISOs) and non-qualified stock options (NQSOs)
   • RSUs, ESPPs, and concentrated stock positions
   • AMT planning, multi-year exercise strategies, and 10b5-1 plans

6. Ongoing Access and Support

   We're here for you, not just during tax season.

   • Unlimited email and phone support for tax questions
   • Mid-year and year-end check-ins to adjust strategies
   • Coordination with estate, retirement, and investment planning

7. Confidence and Clarity

   No more second-guessing your taxes.

   • Clear explanations without jargon
   • Full integration with your overall financial plan
   • One trusted team handling your taxes, investments, and planning

Ready to simplify your taxes and reduce what you owe?Let’s build a strategy that works as hard as you do.

Take control of your future and start your journey toward financial independence today. Contact us to schedule a consultation and learn how we can help you build a plan for true financial freedom.