Tax Preparation and Tax Advisory

Strategic Solutions for Clarity and Savings

Tax Preparation & Tax Advisory

Navigating today’s intricate tax landscape requires more than just filling out forms—it demands a strategic partner. As an integral part of Ensemble Financial Strategies, our dedicated Tax Preparation and Tax Advisory team leverages over 60 combined years of experience to manage your compliance and optimize your tax position. We provide proactive, integrated strategies that safeguard and strengthen your entire financial picture.

Integrated Financial Strategy

Seamless coordination with your Ensemble Financial Strategies advisor ensures tax decisions are aligned with your holistic wealth management and long-term goals.

Secure, Modernized Process

We utilize state-of-the-art, SOC 2-level secure technology for the gathering, preparation, and delivery of your tax documents, offering peace of mind and efficient service.

Ready for a Confident Tax Strategy?

Stop reacting to tax changes and start planning proactively. Our advisors are here to help you turn complexity into clarity.
SCHEDULE A TAX CONSULTATION TODAY
Already an Ensemble Tax client?

Access the Ensemble Tax & Accounting Client Portal

Use our secure client portal to easily share your information and access your tax and accounting records in one place.

Acess the portal
Our Core Tax Services

Tax Preparation and Tax Advisory

Balance Sheet Reviews

It involves making smart investment choices, utilizing tax deductions and credits, and structuring income.
service-icon-img5

Tax Planning

It involves making smart investment choices, utilizing tax deductions and credits, and structuring income.
Balance Sheet Reviews
Comprehensive Review for Tax Efficiency A detailed analysis of your assets and liabilities to identify opportunities for greater tax efficiency and long-term savings.
Business & Complex Returns
Expertise in preparing and advising on complex personal returns, business filings (S-Corps, Partnerships, etc.), trust, and estate tax matters.
Year-Round Proactive Tax Planning
Moving beyond year-end filing to implement ongoing strategies involving smart investment choices, maximizing tax deductions and credits, and structuring income effectively.
State & Local Tax Guidance
Guidance on multi-state filings and local tax compliance, especially beneficial for clients with complex geographical assets or residences.
faq

Real Questions. Thoughtful Answers. Strategic Decisions.

This section addresses common concerns for clients moving from a traditional "tax prep" relationship to a "tax advisory" relationship within the Ensemble Financial Strategies ecosystem.

Ready to Optimize Your Tax Strategy?

We’re here to help you navigate uncertainty with clarity and confidence. Speak with an Ensemble advisor and get answers tailored to your goals.
get in touch
How does your tax advisory differ from a standard tax preparation service?

Standard preparation is reactive—reporting what has already happened. Our advisory service is proactive. We leverage over 60 years of combined experience to look forward, identifying tax-saving opportunities before the year ends. By integrating with your financial planning team, we ensure your tax strategy supports your overall wealth goals, rather than functioning in a vacuum.

Why is SOC 2 security important for my tax documents?

Your financial data is sensitive. A SOC 2 Type II designation means our modernized systems have been independently audited to ensure the highest standards for security, availability, and confidentiality. While other firms may rely on standard email, we utilize cutting-edge secure portals for the gathering and delivery of your documents, keeping your identity and assets protected from modern cyber threats.

Can you handle complex business or multi-state tax returns?

Yes. Our expertise spans beyond personal returns to include complex corporate filings (S-Corps, LLCs, Partnerships) and multi-state compliance. If you own a business or hold assets across different jurisdictions, our team provides the sophisticated oversight needed to navigate varying state laws and minimize "tax drag" on your portfolio.

I’m already a client of Ensemble Financial Strategies. Why should I use your internal tax team?

The biggest advantage is seamless synchronization. Traditional CPAs and Financial Advisors often work in silos, leading to missed opportunities or conflicting strategies. Because we operate under the same corporate umbrella, our tax team has a direct line to your wealth management plan. We share data internally (securely), reducing the paperwork burden on you and ensuring every trade or investment move is tax-optimized.

What does the "Modernized" process look like for a new client?

We have eliminated the friction of traditional tax filing. Our tech-savvy connection methods allow you to upload documents via mobile or desktop to a secure dashboard. We conduct virtual or in-person advisory sessions based on your preference and deliver your final, filed returns through the same encrypted portal. It is a streamlined, transparent experience designed for the modern professional.