Planning and advisory
By the time a return is prepared, almost every decision that mattered has already been made. Planning is the work of making those decisions on purpose: projecting the year, adjusting withholding and estimates, timing income and deductions, and choosing the right retirement and entity moves while they still count.
We start from your last return and this year’s facts and build the projection.
We identify the handful of decisions that move your number and quantify each one.
You choose. We document the plan and the payments it requires.
Life changes. The plan gets updated when it does, not the following April.
Planning is included in the Ascent and Summit tiers of both individual and business memberships rather than sold separately.
See the tiersNo, and be wary of anyone who does. We can promise you will know your number early, understand what drives it, and make the decisions that are available to you with full information.
No. Equity compensation, rental property, a home sale, retirement timing, and charitable giving all reward planning. If you have a W-2 and nothing else, Base is probably right for you and we will tell you so.