- Services
- Tax Strategies
Tax Strategies
Keep your money where it belongs — with you — through intelligent tax planning.
- Our commitment to you
At WealthCrossing, we take the time to get to know you and analyze your tax situation from every angle.
Then we use our knowledge to come up with strategies that make sense for you today and for the future.
We continually look at your portfolio, watch what’s happening with the tax code, and act to reduce your liability throughout the year.
- Tax-efficient planning
Keep more of what you earn
Tax-focused strategy
With our tax and accounting knowledge, we integrate tax planning into every step of your financial journey. From portfolio tax minimization to multi-year tax projections, we proactively identify savings opportunities and tailor strategies to fit your unique needs.
Simplified tax management
We handle the details so you can focus on what matters most. Our team ensures your tax needs are managed year-round—not just during tax season. From assisting with estimated payments to organizing key financial details, we make sure all the planning we’ve done together throughout the year is accurately reflected on your return. Your tax strategy stays on track, and nothing is overlooked.
Personalized, strategic guidance
Our tax advisors bring more than technical know-how. They bring a personal touch. Whether analyzing Roth conversions or addressing major life events, we provide thoughtful, customized solutions to help you minimize taxes and achieve your goals.
Not every financial planning group does strategic tax planning. Or does it well. But at WealthCrossing, it’s one of our greatest strengths. Our staff includes seasoned certified public accountants with years of experience from distinguished firms like Ernst & Young. We understand the way taxes work from the inside out.
*As of January 1, 2025
Founded in 2005 in Richmond, VA
- Your tax planning journey
Smart tax management throughout your life
Income tax strategies
Our tax advisors know many ways to minimize taxes in a variety of wealth building situations. We advise on personal and business tax deductions, inheritance, stock options and gifting strategies. And we'll integrate these tax tips into your financial plan.
Retirement planning
We maximize tax-deferred account options during your growth years and then apply strategies to reduce taxes during retirement. We’ll guide you through traditional vs. Roth plans, employee stock ownership plans, and other forms of deferred-compensation. Your retirement years open new doors to minimize your taxes while supporting the causes and dreams you care about.
Tax-efficient wealth transfer
Your estate plan will be geared to minimize your wealth transfer taxes. We'll suggest tax-efficient strategies and vehicles to help you transfer your wealth to the people and purposes that matter most.
What's your vision of financial success?
- Planning together
Our 4-Step Partnership Process
Discover
When you meet with WealthCrossing, the first thing we do is get to know each other well. We take time to analyze your financial picture and understand your current tax liabilities. We’ll also share information about WealthCrossing. Expect thoughtful conversations to understand what you have and what you want to achieve.
Create
Your wealth management team will put their minds together to present a personalized, tax-efficient financial plan. We’ll explain the laws and opportunities, and we’ll answer all your questions. We want you to feel well-informed and confident with your decisions.
Implement
Your plan has many moving parts — and we’re focused on each and every one. When you say go, we’ll execute tax strategies and prepare the necessary documentation you need to move forward.
Calibrate
As you move through life, your tax needs change. We’ll keep an eye on your financial picture and the tax laws and will adjust as necessary so you don’t have to worry about the IRS.
- An integrated approach
Work with a professional advisory team
Imagine a whole team of friendly financial experts helping you to invest and manage your money. That’s what you’ll get at WealthCrossing.
Our experienced investment advisors remain focused on your goals while applying tax-efficient strategies to help you preserve your wealth and earn income.
Real wealth management starts with a clear, goals-based financial plan that will take you through every stage of life. It’s the roadmap that leads to everything else.
- Read our blog
Learn about successful tax strategies
- We talk taxes
Schedule your personalized consultation today
What are your goals and how can we help? Let us know in the form below!