Year-Round Tax Planning
Proactive strategies implemented throughout the year.
TAX BRACKET OPTIMIZATION
Stay in the most advantageous position year after year.
Strategic Withdrawals
Minimizing the tax impact of drawing on your investment and retirement accounts.
CHARITABLE GIVING PLANNING
Maximizing the tax efficiency of your philanthropy.
Roth Conversion Strategies
Evaluating and executing conversions to reduce future tax liability.
TRUST AND ESTATE TAX PLANNING
Preserve and protect wealth across generations.
Tax Loss Harvesting
Optimizing your investment portfolio to reduce your tax bill.
TAX PREPARATION SERVICES
Accurate, professional filing for peace of mind.
What is the benefit of having Counterweight Tax Services prepare my return?
Most clients tell us they’ve been frustrated by poor communication, last-minute requests, and a lack of proactive strategy from prior tax professionals. With Counterweight, those pain points disappear. By integrating your wealth management, tax planning, and tax preparation, we deliver a seamless experience where your strategy is proactive, coordinated, and fully aligned throughout the year.
I already have a sophisticated CPA firm. Why would I consider integrating tax prep with Counterweight?
Even excellent CPA firms often operate independently, without collaboration with your financial advisor. While we intentionally make efforts to coordinate our tax planning strategies with them, many times a gap still remains. By aligning all aspects of tax and investment decisions under one roof, we eliminate silos, reduce missed opportunities, and ensure proactive tax strategies are implemented throughout the year.
Is tax planning included even if I don’t use your tax preparation services?
Yes. Tax planning is integrated into every Counterweight Private Wealth relationship. Our goal is to ensure every financial decision is informed by its tax implications, to maximize the tax efficiency of your plan. This occurs whether you use us for tax filing or not.
Do I need to be a wealth management client to receive tax preparation services? Or can I simply hire you to prepare my tax return?
Our tax preparation services are exclusively available to clients of Counterweight Private Wealth. This ensures your tax return is fully aligned with the broader financial strategy we’ve designed for you.
What if I like my current CPA? Do I have to move my tax prep services to you?
Absolutely not. Many of our clients maintain long-standing relationships with their CPAs. In those cases, we collaborate directly with your tax professional to ensure our planning strategies are implemented seamlessly and efficiently.
Do you charge a separate fee for tax preparation services?
While tax planning and strategy are fully included in your wealth management relationship, if you choose to have Counterweight prepare and file your tax return, a simple, separate fee applies based on the scope and complexity of your situation.
What are your fees for tax preparation?
Fees vary based on the complexity of your return but remain straightforward and comparable to industry standards. You’ll always know your cost upfront with no surprises.
Who is actually preparing my return?
Tax returns are prepared through a blend of our internal team and trusted external partners. Every return is reviewed and signed by seasoned CPAs and tax professionals with extensive experience. This ensures accuracy, compliance, and strategic consistency with your overall plan.
What types of tax returns are you capable of handling?
We handle a wide range of tax situations – from straightforward individual filings to complex returns involving multiple businesses, real estate holdings, or trusts. Before beginning any engagement, we’ll conduct a full review to ensure every aspect of your tax situation can be managed efficiently within our scope.
Will Counterweight’s tax preparation services help me plan for major events like retirement or selling my business?
Our approach is designed for clients approaching major financial transitions such as business exits, IPOs, or retirement. By coordinating your tax strategy and wealth plan, we help minimize taxes on liquidity events, maximize after-tax proceeds, and ensure your next chapter starts from a position of strength.
Will offering tax services detract from your financial planning capabilities?
Not at all. In fact, adding tax services strengthens the depth and precision of our financial planning. By offering tax preparation only to existing Counterweight clients (not to the general public) we’re able to maintain our boutique level of attention while enhancing the quality of advice we provide. This integration allows us to deliver more informed, cohesive strategies without compromising the personal, high touch experience our clients expect.
How do you protect the privacy and security of my tax information?
Your privacy and confidentiality are paramount. All tax data is stored and transmitted through secure, encrypted systems that meet or exceed industry standards. Access is restricted only to the professionals directly involved in your planning and preparation.
What makes Counterweight’s tax approach different from a traditional CPA firm?
Traditional tax preparers often focus on reporting the past. We focus on shaping the future. Every decision we make is forward-looking, aligning investment, cash-flow, and estate strategies to improve long-term tax efficiency and lifetime after-tax wealth.
When should I get started if I want Counterweight to prepare my taxes this year?
We typically begin tax preparation conversations in late fall to ensure proactive planning before year-end. Early engagement allows us to identify opportunities, coordinate with your broader strategy, and make the filing process smooth and stress-free.
What type of clients typically use Counterweight’s tax services?
Our tax services are specifically designed for high-net-worth individuals and families with complex financial lives. Many times, that includes navigating retirement transitions, business sales, equity compensation, multi-state filings, or trusts. These are situations where integrated tax and wealth management can deliver significant strategic advantages.