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Our Services

Tax Planning

Tax planning without the confusion. We translate complex tax strategies into plain language and coordinate with your CPA to optimize your financial position throughout the year.

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Tax Strategies Made Simple

As your wealth grows, taxes become one of the most important factors shaping long term outcomes. Our tax planning services are designed to help you keep more of what you earn while ensuring your tax strategy supports your broader life plan

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Comprehensive Services

We take a proactive, integrated approach and coordinate tax planning with your financial and investment strategies rather than treating taxes in isolation. Our team collaborates closely with your CPA and other advisors to guide decisions thoughtfully and consistently throughout the year.

Income & Compensation

Optimize timing, deductions, and compensation strategies across all income sources.

Investments

Coordinate tax-loss harvesting, asset location, and capital gains with your portfolio.

Retirement

Navigate Roth conversions, withdrawals, and Social Security for tax-efficient retirement.

Business Owners

Structure entities, compensation, and succession for optimal tax efficiency.

Estate & Gifts

Coordinate wealth transfer with charitable giving and legacy goals.

Special Situations

Handle equity compensation, inheritance, divorce, and real estate transactions.

Start Planning Proactively

Schedule a consultation to discuss year-round strategies that work for your complete financial picture.

I don't know what I would do without Ian and the True Wealth Group Team. They have helped me to get my retirement set up as well as help with managing and structuring my savings and investments. Absolutely invaluable as well as extremely personable, I feel very fortunate to have them working with me.

Jonathan D.
Pennsylvania

I’ve been a client of True Wealth Group for over seven years, and to exceed my expectations in every way. Their deep knowledge and expertise in financial planning, retirement planning, distribution strategies, and—most importantly—tax planning in retirement have been invaluable.

Kim J.
California

They’re not only knowledgeable professionals but also genuinely trusted humans who care about your goals and success. Their advice and guidance have been invaluable. Grateful to have their help and we highly recommend!

Amy J.
Oregon

I have been a client of My True Wealth Group for several years and I can't say enough about their service. Mat, Ian, Eric and the Team are wonderful. They are responsive to my needs and make life so much more simple.

Tony T.
California

They’ve given me the knowledge and confidence to feel secure and empowered about my future. Unlike other advisors I’ve worked with, they never talk down to me or get impatient. Instead, they approach every conversation with respect, clarity, and care.

Kelly L
California

Their professionalism, integrity, and commitment to their clients are exceptional. I trust their judgment completely and feel more organized, secure, and optimistic about my financial path because of them.

Sven A.
Oregon
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Navigate Taxes With Confidence

Tax planning that works ahead of deadlines, integrates with your financial goals, and translates complex strategies into clear next steps.

01

Year-Round Planning

We don't wait for tax season. We monitor your situation continuously and identify opportunities throughout the year.

02

Complete Integration

Your taxes connect to everything—investments, retirement, estate planning. We coordinate all of it.

03

Clear Communication

Tax law is complex. We translate it into plain language so you can make confident decisions.

Frequently Asked Questions

Get answers about proactive tax strategy and how we coordinate with your CPA.

13

Do you prepare tax returns?

No. We focus on proactive tax planning and strategy throughout the year. We coordinate with your CPA or tax preparer who handles return preparation and filing.

14

When should I start tax planning?

Now. The best tax strategies are implemented throughout the year, not during tax season. The earlier we start, the more opportunities we can capture.

15

Do I need to change my CPA to work with you?

Not at all. We work alongside your existing tax professional. If you don't have one, we can make an introduction to trusted CPAs in our network.

16

How is tax planning different from tax preparation?

Tax preparation looks backward—it reports what happened last year. Tax planning looks forward—it identifies strategies to optimize your future tax position and coordinate with your broader financial goals.

17

What if tax laws change?

We monitor tax law changes continuously and proactively reach out when changes may impact your situation. Our strategies are designed to be flexible and adapt to new regulations.

18

Can tax planning really make a significant difference?

Absolutely. For high-income households, strategic tax planning can save tens of thousands of dollars annually while supporting your broader financial goals. More importantly, it provides clarity and confidence in your decisions.

Join True Wealth All Access

Not ready for comprehensive planning? Get answers to your specific financial questions at our free sessions with a CFP®.