Individuals and families
High-earning W-2 professionals, dual-income households, real estate investors, and pre-retirees with meaningful investment income. Situations where waiting until February to think about taxes costs real money.
Plan the year, not the return.
Almanac Tax & Advisory is a boutique, virtual tax practice for individuals and business owners who'd rather have a CPA optimizing their situation year-round than explaining it in April.
Start a conversationWhy Almanac
An almanac is a book about the year ahead. When to plant, when to harvest, what to expect and when. It exists so decisions get made in advance instead of after the fact.
That's the whole idea.
Most tax relationships are built backward.
You send documents in February. A return is filed in April. You hear nothing until next February.
By the time a return is being prepared, every decision that could have changed it has already been made. The filing is accurate but it's also too late to be useful.
This practice is organized the other way around. The return is the byproduct. The planning is the work.
Two kinds of clients.
Business owners
Owners who need the entity return and their personal return handled by the same person, with the two treated as one situation rather than two engagements.
What working together actually looks like.
Not a filing season. A calendar.
- Two planning calls a year, scheduled, not squeezed in.
- A written tax strategy, built in year one and updated annually.
- Quarterly estimates calculated and explained, not guessed at.
- Proactive outreach when something changes that affects you.
- Direct coordination with your financial advisor, if you have one.
- Year-round questions answered.
Start with a conversation.
Tell me a bit about your situation. If it's a fit, we'll schedule a call. If it isn't, I'll say so and point you somewhere that's a better fit.
Start a conversation