Retirement
Savings rate, account order, Roth conversions, Social Security timing and the withdrawal plan that keeps you in the lowest brackets.
Most financial plans ignore tax. Ours starts with it. A Certified Financial Planner and your CPA build one plan for retirement, equity compensation, debt, insurance and the goals you actually have, then keep it current.
Everything that moves money in or out of your life, modelled together instead of in separate apps.
Savings rate, account order, Roth conversions, Social Security timing and the withdrawal plan that keeps you in the lowest brackets.
Concentrated stock, RSU sell schedules, asset location across taxable and retirement accounts, rebalancing rules.
Life and disability cover sized to your numbers, beneficiaries, wills and trusts coordinated with the tax plan.
Home, education, a business: when to buy, how to fund it, and which debt to clear first.
A plan is most valuable right before a decision, not after.
Most individual returns are ready to review within a week of your documents arriving. Business clients get a named preparer who stays with them all year.
A free 30-minute call, or a two-minute form. We confirm what you need and quote a flat price before any work starts.
Day 1 · freeW-2s, 1099s, brokerage statements and receipts go into a secure client portal. Your preparer asks only for what's missing.
Secure portal · no email attachmentsA licensed CPA or EA prepares your return and walks you through the numbers before anything goes out. You sign electronically, we e-file.
Nothing is filed until you've seen itA one-time plan or an ongoing engagement with quarterly reviews. We do not sell products, so advice is not tied to what pays us.
“Recently I have filed taxes with TAXAGON for the year 2024. Entire team provided excellent service and process completed smoothly. I got my federal and state tax returns on time. They have been clarifying the questions related to exemptions and also appreciate their prompt response and follow-ups regarding my concerns.”
“I had an excellent experience with Taxagon .Their team was incredibly professional, knowledgeable, and efficient. They made the tax filing process smooth and stress-free, answering all my questions with patience and clarity. I highly recommend their services to anyone looking for reliable and expert tax assistance.”
“Taxagon was awesome! Doing my taxes was super easy thanks to their simple interface. They were spot-on with everything, and the customer support was really helpful and nice. It made the whole tax thing way less stressful. I’d totally recommend my friends to use Taxagon if they want an easy time with their taxes."”
We build the allocation and the rules and can coordinate with your brokerage or adviser. We do not take custody of assets or earn commissions.
Net-worth and cash-flow model, retirement projection, tax strategy, insurance and estate checklist, and a prioritised action list with deadlines.
Ongoing clients review quarterly and whenever life changes: a new job, a move, a birth, an equity event.
Yes. See Tax planning for a tax-only engagement; this page is the full plan.
No sales script. Bring your last return or your questions and leave knowing what you'd pay, what you'd save, and what happens next.
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