Proactive Tax Strategy for Caregivers and Retirees
Life transitions like retirement and caregiving bring unique tax challenges that require more than standard preparation. Our caregiver and retirement tax planning services are designed to help you navigate these complexities with clarity, confidence, and a strategy tailored to your situation.
Pricing reflects the depth of planning involved and is determined through our intake process based on your specific circumstances.
Caregiver and retirement tax planning services are offered as standalone engagements or as add-ons to our Individual Tax Services. Pricing is based on the complexity of your situation and the level of planning required.
Factors that influence pricing include:
Best for individuals with straightforward retirement income or basic caregiving tax questions.
Ideal for clients navigating multiple retirement accounts, caregiving expenses, or planning for upcoming transitions.
A high-touch engagement for clients with complex situations who want year-round guidance and coordination with their advisory team.
| Feature | Essential | Strategic | Comprehensive |
|---|---|---|---|
| Retirement Income Review | |||
| Caregiver Credit/Deduction Analysis | |||
| Social Security Tax Planning | |||
| RMD Compliance | Basic | Strategic | Ongoing |
| Multi-Year Projections | — | ||
| Roth Conversion Strategy | — | ||
| Withdrawal Sequencing | — | ||
| IRMAA Planning | — | ||
| Advisor Coordination | — | — | |
| Estate/Gift Tax Awareness | — | — | |
| Year-Round Advisory | — | — | |
| Investment Range | $350–$600 | $750–$1,200 | $1,500–$2,500+ |
Planning engagements are scoped individually based on your intake responses. All services are provided under a formal engagement letter. Tax return preparation is available as a separate service and can be bundled at a reduced rate.
Ready to plan with confidence? Complete our intake questionnaire to get started.
The intake form collects basic information about you and your needs—such as your name, contact details, and a brief overview of your situation—so we can assess the best level of support for you.
If you have questions before getting started or need help determining the right service for your situation, we're happy to help.