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Tax Planning

Strategic Tax Services Focused On Your Wealth 

Navigate complex tax situations with confidence through proactive planning and comprehensive in-house tax advice and  preparation services.

Tax Planning Built Into Your Financial Strategy

We make tax planning an ongoing commitment, woven throughout your entire wealth management experience. Our approach includes:

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Proactive Tax Strategies

A key part of managing your wealth is aligning your financial decisions with your broader tax considerations. From investment selections to retirement distributions, we focus on reducing your tax burden while enhancing after-tax returns. This year-round attention helps you stay ahead of tax law changes and life transitions.

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Multi-Year Tax Planning

Looking beyond the current tax year, we help to identify strategic opportunities that may reduce your tax liability. This may include analyzing Roth conversion timing, evaluating charitable gifting strategies, and managing income recognition across investments, retirement plans, social security, and business activities to help optimize tax outcomes.

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Advanced Income Tax Analysis

Using sophisticated tax software, we review your returns and provide analysis and recommendations to help reduce your overall tax liability. We identify opportunities that might otherwise go unnoticed, from capital loss harvesting to strategic asset location.

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Real Estate Investment Efficiency

We employ tax deferral and tax mitigation strategies when liquidating investment properties, helping you preserve more wealth through techniques like 1031 exchanges, Delaware Statutory Trusts (DSTs), and Qualified Opportunity Zone (QOZ) investments.

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Coordination with Tax Professionals

If you prefer to work with your existing CPA or tax professional, we will work alongside them to help ensure your investment strategy and financial plan align with your tax situation. This collaborative approach helps avoid gaps across your finances.

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Retirement Account Optimization

We help you navigate the complex rules around retirement account distributions, required minimum distributions (RMDs), as well as qualified charitable strategies to help minimize taxes both now and in retirement.

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Comprehensive Tax Services: A Complete Solution

Full-Service Tax Sets Us Apart

For clients who want their tax strategy and preparation handled by one coordinated team, we offer comprehensive tax services through our in-house tax firm, Evermay Tax, LLC ("Evermay Tax"). Led by seasoned CPAs, we provide all-in-one tax support - from return preparation to quarterly estimates, document review, and ongoing advice - so your tax needs are handled seamlessly under one roof.

As a result, your investment, retirement, and estate planning choices are aligned with your tax picture every step of the way. No more coordinating between multiple professionals or wondering if everyone is on the same page.

Our comprehensive tax services include:

Tax Return Preparation & Filing

Complete preparation and filing of federal and state income tax returns, including
complex situations involving multiple states, K-1s, and investment income.

Quarterly Estimated Payment Management

Proactive calculation and coordination of quarterly estimated tax payments,
adjusted throughout the year as your financial situation evolves.

Year-Round Tax Consultation

Regular meetings with your Evermay team, including both your wealth advisor
and tax professionals, to review your situation, discuss planning opportunities,
and address questions as they arise.

Document Review & Organization

Thorough review of tax documents such as, 1099s, K-1s, and other forms to help
ensure accuracy and identify planning opportunities before tax filing.

Business Tax Services

For business owners, we provide corporate and partnership tax return
preparation, helping you navigate the complexities of business taxation
alongside your personal financial picture.

Tax Optimization Throughout the Year

Our in-house team meets with you regularly, adjusting strategies as your
circumstances change. This ongoing attention helps identify opportunities for tax
savings, prepares you for life transitions, and keeps your overall financial plan
aligned with current tax law.
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Tax Planning That Adapts to Your Life

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Strategic Guidance

Whether you work with Evermay Tax or continue using your existing tax preparer, we aim to ensure your tax strategy and financial plan work together seamlessly. No matter if your circumstances include career changes, sale of a business, inheritances, or retirement, you can benefit from adaptive tax planning that evolves with you.

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Coordinated Expertise

Tax planning touches everything from your investment portfolio to your estate plan. Our team brings decades of experience helping clients navigate complex tax situations with confidence and clarity.

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Peace of Mind

Build confidence knowing tax considerations are thoughtfully incorporated into your overall financial strategy. While you focus on living your richer life, our team helps navigate the complexities that come with longterm planning.

Effective tax strategies require experience and ongoing attention and work best when aligned with your broader wealth management approach. Connect with our team to learn how a proactive tax strategy can support and strengthen your financial plan.

1: Tax advice and preparation services are offered through Evermay Tax, an affiliate of Evermay Wealth Management.
2: Please note, in the event that clients require extraordinary tax advice and preparation, and/or consultation services, Evermay Tax may determine to charge for such additional services, the dollar amount of which shall be set forth in a separate written notice.

Additional Services

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Ready To Learn More?  

Tax planning requires expertise and ongoing attention, but it should also integrate seamlessly with your wealth management strategy. Connect with our team to explore how proactive tax planning can help protect and grow your wealth.

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