Tax Services

Strategize Proactively. Avoid Surprises.Minimize Liabilities.

Tax considerations are a critical component of your overall financial picture, including your investment strategy and financial plan. We are able to provide our investment management clients with complete tax services through our wholly owned subsidiary, Managed Tax Services, LLC. Our Certified Public Accountants and accounting staff work with both individuals and businesses on federal and state income tax planning and preparation. Having a thorough understanding of your tax situation enables us to develop tax-aware investment strategies, make more tax-efficient investment management decisions, and prepare more tax-accurate financial projections. The coordination between your investment advisory, financial planning, and tax services helps ensure you stay compliant and capture every opportunity. For complete information about Managed Tax Services, LLC, please contact Anne Storsved, CPA, CFP®, CFA.

Anne Storsved, CPA, CFP®, CFA®

As our Director of Tax and Financial Planning and a portfolio manager, Anne provides comprehensive financial planning, asset management and tax services for a variety of individual and corporate clients. She is also responsible for Managed Tax Services LLC, our wholly owned subsidiary that provides tax and accounting services to individuals and companies.