Tax planning

Service-minded tax preparation tailored to you

Leverage efficiency and impact across your entire financial strategy

Our tax department brings the same level of expertise and service to tax planning as we do to our investment and insurance solutions.

Meet the team

Jayna Emerson
Jayna Emerson

Client Services Administrator

Trevor Reis
Trevor Reis

Tax Specialist

Austin Tausk, CPA
Austin Tausk, CPA

Director of Tax Services

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