Tax Planning and Advisory

By the time you file your tax return, your financial history is, well, history. At D2O Advisors we help you plan up front before that history happens, giving you strategies for maximum tax benefit. And we don’t just set it and forget it. We check in with you through the year to adapt the strategy where it makes tax sense and to help you make the most advantageous decisions to minimize your taxes. Our proactive tax planning service can achieve significant tax reductions in the first year, and the long-term savings preserve more of your wealth that you can invest in your business, spend on yourself and your family, save for retirement, donate back to your community, or use however you want to use your money.