True Blue offers tax planning services because it’s an integral part of your greater financial picture. Not only can we help you prepare your taxes the right way and avoid potential IRS penalties, but we can also help you optimize your future tax obligations through charitable giving, tax loss harvesting, or varied retirement withdrawal strategies. 

When you meet with us for tax planning, we recommend that you bring tax returns from the previous two tax years, this year’s income documents, any deductions you hope to itemize, and any questions that you have about the tax planning process. We have also provided a common document checklist here. 

Our goal is to keep things simple so there are no surprises. We want you to clearly understand all fees and expenses before we get started. While fees are never appealing, using a professional can often catch credits or deductions that you may have missed - saving you money! We charge per form and base our pricing on the National Society of Accountants.

We employ four CPAs and multiple tax preparers at True Blue Financial who also work as a part of our greater wealth management team. They are an invaluable tax planning resource to our clients—even for those clients who do not use True Blue for their tax prep. From simple to complex, we've got you covered!

In some cases, yes! Let's face it, the US tax code is very complicated and constantly evolving. Proper tax planning requires knowing what's new this year and what changes are coming. From deductions to income thresholds to tax credits, our CPAs and financial advisors can help you find opportunities for savings this tax season and beyond.