Situational Optimization

It’s common for us to hear a client say, “But my friend is claiming, X,Y,Z.” Keep in mind, what’s best for a friend is not always the best avenue for you. Like so many circumstances with taxes, there are numerous variables. We’ll evaluate your situation and advise you on the ideal track for you.  

Situational optimization means analyzing your situation for the best tax outcome. For example, we will help you decide whether you and your spouse should file married jointly or married filing separately. Or whether or not to claim your college-aged child. Should you take money out of your retirement or give a one-time charitable deduction this year or next? The correct answer for you might not be the right answer for another. 

We can provide you with actual numbers to make a clear, quantitative decision based on your situation. You have questions. We have answers.