We deeply believe that tax savings are more important than investment profits and our firm works closely with our client’s accountants to ensure there are no tax surprises when completing the return. We offer a formal program designed to ensure CPAs get our tax documents in a timely manner and to make sure that cost basis issues are corrected before they become an IRS issue. We also formally commit to provide tax-loss harvesting information to our clients’ CPAs on an annual basis so that there’s a timely discussion about capital gains rather than a surprise after the deadline has already passed. Finally, we are proud to reach out to our clients’ CPAs and offer a separate one-on-one tax strategy meeting each year so the CPA is fully informed of all financial planning aspects that might impact the return.