Tax Consulting

Envision greater
peace of mind.

When it comes to your personal taxes, it’s understandable if you prescribe to the notion that less is more. As a Sanderson client, you have access to a wide range of tax services that help you minimize your financial burden and time commitment in order to fulfil your tax obligations.

Comprehensive capabilities.

As an extension of our relationship, Sanderson is prepared to handle all of your tax needs. Our experienced tax advisers are not only adept at the complex, ever-changing tax laws, but how they specifically impact high-net-worth individuals and families.

OUR TAX SERVICES INCLUDE

PERSONAL INCOME TAX COMPLIANCE

SMALL- TO MEDIUM-SIZED BUSINESS TAX COMPLIANCE (S CORPORATIONS & PARTNERSHIPS)

NON-PROFIT TAX COMPLIANCE

OTHER TAX REPORTING (I.E., 1099, SALES AND USE TAX, HOUSEHOLD EMPLOYEES)

ESTATE & GIFT TAX COMPLIANCE & PLANNING

BOOKKEEPING AND TRUST ACCOUNTING

YEAR-END AND SPECIAL EVENT TAX PROJECTIONS AND CASH FLOW PLANNING

Integrated, sophisticated approach.

At Sanderson, we’re firm believers in taking a tax-integrated approach to wealth management. Our tax and investment teams are in constant collaboration to ensure all decisions related to your wealth are made with tax compliance and avoidance in mind. By understanding your complete financial picture—including cash flow and portfolio performance— we can make sophisticated tax-efficient recommendations as the opportunities arise throughout your lifetime, ranging from tax bracket management to Roth conversions.

Convenience and peace of mind.

Our seamless process also reduces the time, attention, and effort you spend on your taxes. Simply provide your Sanderson adviser with necessary information and we handle all preparation and filings—keeping you informed along the way. For additional convenience, we also securely store all your documents for future needs.

Please note that all tax and tax-related services are performed by Sanderson Wealth Management CPAs, LLC.

Latest insights.

The State of the IRS — Down but Not Out

Tim Domino from Sanderson encourages taxpayers not to dismiss the IRS’s auditing power, despite the agency currently being overwhelmed and underfunded. Read More

2021 Year in Revision – Watch the WealthVantage e-Symposium

Watch a video series of Sanderson Wealth Management advisers reviewing the top financial headlines of 2021 and evaluating forward-looking trends. Read More

Beware: The Advance Child Tax Credit is Coming Back to Bite You!

Tim Domino from Sanderson Wealth Management warns taxpayers about the unintended tax consequences of the Advance Child Tax Credits (ACTCs). Read More

New Limits for Retirement Contributions Are in Effect

Tucker Weppner from Sanderson Wealth Management examines the increased contribution limits for select retirement plans in 2022. Read More

Warmest Holiday Wishes

In our holiday video, we extend sincere gratitude and holiday greetings to all of our clients, friends, and family alike. Read More

Federal Student Loan Forgiveness – Limited Time Opportunity

Evan Kraft from Sanderson Wealth Management explains changes to the federal student loan forgiveness program that benefit an expanded number of borrowers. Read More

SECURE Act Changes to IRA Distribution Requirements

Caleb Jennings from Sanderson Wealth Management outlines how the SECURE Act of 2019 transformed the IRA planning landscape. Read More

Sell or Stand Pat? How to Prepare for a Capital Gain Recognition

Justin Sanderson explains the three big questions investors should answer before deciding to sell or hold an appreciated asset. Read More

Rational Thinking: Taking the Emotion Out of Investing

Sean Casullo explores behavioral finance to explain why investors often make decisions based on personal biases instead of facts. Read More

Sustainable Investing

John Gullo from Sanderson discusses approaches to sustainable (ESG) investing and the financial justification for sustainable business practices. Read More

Put our experience to work for your wealth.

Schedule a consultation to learn more about our tax consulting services.

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