Income Tax Planning

Harvey & Mortensen regularly advises individuals, partnerships, and businesses on the importance of income tax planning. From qualified retirement plans to incentive and nonqualified stock options, our clients need to be aware of income taxes in order to maximize family wealth. We provide our clients with a clear roadmap on how to best structure their financial assets in order to reduce their taxes and preserve their wealth.

In addition to planning in advance of preparing income tax returns, Harvey & Mortensen works with their clients to provide ongoing analysis of tax items, such estimated tax payments, throughout the entire year. Our detailed option action report focuses not only on minimizing the immediate tax impact, but also on the long term investment strategies to work exercised or existing options.