Tax planning
Look beyond this year's return and model decisions across multiple years.
Tax preparation + proactive planning
Tax decisions should not happen in isolation.
Tax return preparation and proactive planning for successful families, business owners, and people navigating consequential financial decisions.
The missing conversation
Your return records what happened. Planning shapes what happens next.
A tax return looks backward. A financial plan looks forward. The most important decisions often fall in the space between them.
PlannedWell prepares tax returns and helps clients understand the tax consequences of important decisions before the opportunity passes.
When you hire PlannedWell to prepare your return, PlannedWell becomes your tax firm for that engagement. With your authorization, we can coordinate relevant questions with your financial advisor, attorney, or other professionals.
Who we help
Choose the conversation that fits your life.
You should not have to scroll through someone else’s tax concerns to find your own.
Retirement & healthcare
The years around retirement create unusual planning opportunities.
Coordinate healthcare, retirement income, Roth conversions, Medicare, IRMAA, Social Security, and future distributions.
Explore this planning path Business ownersYour business and personal tax life cannot be planned separately.
Bring compensation, Owner(k), entity decisions, cash flow, benefits, succession, and an eventual exit into one conversation.
Explore this planning path Athletes & NILNew income brings tax obligations before it feels like a business.
Build the tax habits and professional coordination that should accompany endorsements, appearances, and multistate income.
Explore this planning path Complex tax situationsMore moving parts require more than a once-a-year tax conversation.
Coordinate equity compensation, real estate, charitable giving, inheritance, trusts, and multistate questions.
Explore this planning pathRetirement tax + healthcare planning
Your portfolio may be ready before your healthcare plan is.
Leaving employer coverage, recognizing income, completing a Roth conversion, and enrolling in Medicare can all affect one another.
Healthcare coverageTaxable incomeRoth conversionsMedicare & IRMAA
PlannedWell tax services
Tax preparation
Prepare accurate returns and use them to identify questions worth addressing before the next deadline.
Professional coordination
Work from the same assumptions as your financial advisor and other professionals.
Meet locally or work remotely
Four Virginia offices. Advice that travels with you.
Staunton
5 Middlebrook Ave.Staunton, VA 24401
Charlottesville
414 E. Market St.Charlottesville, VA 22902
Harrisonburg
207 University Blvd., Suite 100Harrisonburg, VA 22801
Berryville
101 E. Main St., Suite 103Berryville, VA 22611
Start the conversation
A better tax conversation starts with understanding the whole picture.
Tell us generally what brought you here. Please do not send confidential tax or financial information through ordinary email or an unsecured form.