CPA and Financial Advisor Coordination for Tax-Efficient Wealth Management
Coordinating your financial plan with trusted tax professionals as part of a tax-aware wealth-management approach.
At ACT Advisors, we believe tax considerations should be part of a well-coordinated wealth-management strategy. True financial success requires looking at the whole picture. That is why we proactively coordinate with your CPA, or, when appropriate, introduce you to Johnson Jarvis & Warren (JJW), an independent CPA firm located in the same building as ACT Advisors.
By bringing your ACT Advisors financial planner and CPA into the same conversation, we help build proactive strategies designed to improve tax efficiency and support better financial decisions.
When Your CPA and Financial Advisor Are Working Separately
When your financial advisor and CPA operate in silos, you may be left translating complex strategies between them. By facilitating direct communication with tax professionals, we help bring investment, financial-planning, and tax considerations into the same conversation.
Tax-Aware Planning Coordination
We coordinate year-round with your tax professional to consider tax-loss harvesting opportunities, retirement-withdrawal considerations, and investment strategies in the context of their potential tax implications.
Communication Between Your Financial Advisor and Accountant
With your explicit written authorization, our team shares necessary financial data directly with your CPA to help support alignment between your financial plan and tax strategy.
Tax-Aware Decisions at Key Milestones
Whether you are selling a business, exercising stock options, planning an estate, or managing a trust, we help coordinate consideration of the investment and tax angles with your tax professional.
Independent Tax Expertise, Conveniently Located
While we work with many excellent CPAs, we frequently collaborate with the team at Johnson Jarvis & Warren (JJW). Operating independently from ACT Advisors out of our shared location at 521 College Street, JJW has earned our respect through our experience working together on behalf of mutual clients.
Their tax and accounting perspective can be an excellent complement to the comprehensive financial planning provided by ACT Advisors.
Visit the JJW Website
A Unified Approach to Your Wealth
Here is how we integrate tax awareness into your wealth management experience:
- Aligned Strategy Sessions: During critical financial milestones, we review your portfolio and can consult directly with your tax professional so investment decisions can be considered alongside their tax projections.
- Coordinated Execution: If your planning identifies a potential Roth conversion, charitable giving strategy, or portfolio rebalance, we coordinate with your CPA, where appropriate and with your authorization, to consider tax implications before implementing the strategy.
- Simplified Tax Season: Come tax time, we can provide your authorized tax preparer with relevant financial reports, available custodial tax documents, and investment information to help streamline the process.
Ready to Discuss Your Wealth Strategy?
ACT Advisors helps coordinate the financial, investment, and tax considerations that shape your overall strategy.
Schedule Your Wealth Strategy SessionRegulatory & Compliance Disclosures:
ACT Advisors and Johnson Jarvis & Warren (JJW) are separate and unaffiliated legal entities. ACT Advisors provides investment advisory and financial planning services; JJW provides tax, accounting, and CPA services. ACT Advisors does not provide tax or legal advice or prepare tax returns.
Any coordination or sharing of client information between ACT Advisors and JJW occurs with the client’s authorization. No referral fees or other economic benefits are exchanged between ACT Advisors and JJW for client introductions.
Investment strategies involve risk and may not be appropriate for every investor. Tax consequences vary based on individual circumstances and applicable law. Clients should consult their CPA or other qualified tax professional regarding their individual tax circumstances.