SERVICE
Strategic year-round planning to keep more of what you earn — for individuals, families, and business owners.
Tax preparation is backward-looking — it documents what already happened. Tax planning is forward-looking — it shapes what's about to happen so the outcome is in your favor.
The most expensive tax mistakes are made when decisions get executed without a tax conversation first. PrudenTax works alongside you throughout the year, identifying opportunities, modeling scenarios, and helping you act before tax-saving windows close.
Marriage, divorce, inheritance, sale of a home, retirement, or job changes — all have tax consequences worth modeling first.
Selling a business, buying real estate, restructuring an entity, or bringing on partners — strategy now saves taxes later.
Bonuses, equity vesting, and large deals warrant a planning session before December 31.
Roth conversions, RMDs, and Social Security timing decisions deserve a multi-year tax model.
Audit notices, back taxes, payment plans, and offer-in-compromise — we represent you with the IRS.
Gifting strategies, trusts, and basis planning to pass wealth efficiently to the next generation.
A focused 60–90 minute session to address a specific decision or transaction.
Best for: home sale, equity vesting, single-issue questions.
Mid-year and year-end planning sessions, plus unlimited email guidance throughout the year.
Best for: business owners, high earners, retirees.
Ongoing strategic advisor relationship with monthly check-ins for complex situations.
Best for: families with multi-state, multi-entity, or estate planning needs.
Schedule a planning session before your next big decision.