Tax Planning

A Tax-Smart Approach to Financial Planning

Taxes are an important part of your financial plan and incorporating them thoughtfully contributes to a well-rounded financial strategy. We take a proactive approach by analyzing your tax situation and aligning it with your broader financial strategy. Our services include:

Tax Return Review and Optimization
Tax Loss Harvesting
Roth Conversions
Ancillary Tax Strategies
Tax Return Preparation and Filing*
Tax Consulting*
IRS Resolution Assistance*

* Separate Fee

Everhart Advisors does not provide all the listed services to all clients. Some services are offered through professional referrals. Clients may incur fees and expenses beyond those paid for Everhart Advisors’ services, including additional charges for tax consulting and estate planning. For more details on professional referrals, please see Items 4B.3.8 of our Firm Brochure, available on our website. Everhart Advisors and employees are not licensed attorneys and cannot provide legal advice.