High-Net-Worth Tax Planning
When income comes from salary, business interests, K-1s, investments and real estate all at once, isolated decisions get expensive. We bring every piece into one coordinated, multi-year tax strategy.
Complex income needs a coordinated plan.
High earners rarely face one big tax decision. They face dozens of smaller ones across entities, accounts and states, and each one affects the others.
We model your full picture together, including wages, bonuses, K-1 income, capital gains, rental activity and charitable goals, so every move is made with the rest in view.
Recognize two or more? A free call is a good next step.
Every lever, coordinated.
The specific strategies depend on your situation. Here is what this engagement typically covers.
Whole-picture projections
Wages, K-1s, gains and passive income modeled together across years.
Income timing & smoothing
Shifting income and deductions across years to stay out of costly brackets.
Investment tax planning
Gain and loss harvesting, lot selection and asset location, coordinated with your advisor.
Charitable strategy
Donor-advised funds, appreciated stock gifts and bunching to maximize impact.
Multi-state & residency
Allocating income across states and planning around a move.
Estimated tax management
Quarterly estimates calibrated to your projection, so you avoid both penalties and overpaying.
From first call to a written plan.
A simple, structured start, then a relationship that keeps working for you all year.
Book a free call
We'll learn about your goals, your income and the decisions ahead.
Deep-dive review
Share prior returns through the secure portal. We look for opportunities and risks.
Strategy & roadmap
A clear written plan with projections, recommended moves and deadlines.
Implement & monitor
We help put the plan in motion, then keep it current all year.
Built for the clients we know best.
We focus on a few client groups so we can go deep on the issues each one faces.
High-net-worth tax planning in Lake Oswego, Bellevue & Orange County.
Many of our high-net-worth clients live in Lake Oswego and Bellevue, or in Orange County and San Francisco, where high state rates and multi-state income make coordinated planning especially valuable.
Whether you meet us at our Portland office or work with us online from Southern California, you get the same year-round projections and a single strategy across every entity, account and K-1.
California rates and residency rules make multi-year planning essential for high earners in Irvine, Newport Beach and across the county.
Executives and business owners balancing Oregon income tax with investment and K-1 income.
No wage income tax, but Washington capital gains tax applies to large investment gains.
Liquidity events and concentrated positions that need planning before a sale.
Common questions.
Every situation is different. A free call is the fastest way to get a straight answer.
What counts as high net worth for tax planning?
There is no single threshold. What matters is complexity: multiple income sources, entities, investment portfolios or states. If your return involves several K-1s or large gains, coordinated planning usually pays for itself.
Do you work with my financial advisor?
Yes. We coordinate with your wealth manager, attorney and other advisors so investment, estate and tax decisions support each other.
Can you help ahead of a large sale or liquidity event?
Yes, and the earlier the better. Timing, structure and charitable planning before a sale can meaningfully change the after-tax outcome.
Is this a one-time project or ongoing?
Most high-net-worth clients work with us year-round, because projections and opportunities change as the year unfolds.
Do you provide high-net-worth tax planning in Orange County?
Yes. We work with high-net-worth individuals and families in Orange County and San Francisco, as well as Lake Oswego, Portland and Bellevue. Most Southern California clients work with us online through video meetings and our secure client portal.
Explore more ways we help.
Your taxes are decided now, not in March.
Let's build your plan while there's still time to use it.