While we do not file taxes on behalf of our clients currently, we do include tax planning as a part of your financial plan. Most advisors in the industry do not include tax planning in their plans, instead relying on the client’s CPA or other tax professional to do this. At Burkholder Wealth Management, we think that tax planning is extremely important and find that most CPAs will be focused on minimizing taxes in the current year, with little to no regard for long-term consequences. Our goal is to help you reduce your long-term tax liability and make better decisions today, that could impact your taxes down the road.