Faith-Based Financial Guidance with Craig Johnston, MBA • Independent • Fee-Only
Faith-Based Financial Guidance with Craig Johnston, MBA • Independent • Fee-Only
Tax planning is more than filing returns — it’s a year-round strategy that can meaningfully impact your long-term wealth. As a fiduciary, we analyze the tax code to identify opportunities that align with your financial goals. Our approach goes beyond compliance to help you keep more of what you’ve earned, with clarity and transparency at every step.
We review your income sources, deductions, investments, real estate holdings, and long-term goals to identify planning opportunities.
We analyze current regulations and recent changes to find strategies that can significantly reduce your tax liability.
Tax strategies are implemented in coordination with your investment management and financial plan for maximum effectiveness.
Professional preparation ensures your returns are filed accurately, on time, and with all available deductions captured.
Timing and structuring income to minimize current and future tax liability.
Asset location strategies, tax-loss harvesting evaluation, and long-term capital gains planning.
Strategic withdrawal sequencing from various account types to reduce lifetime taxes.
Coordination with 1031 exchanges, depreciation analysis, and property transition planning.
Comprehensive preparation for personal tax returns, including complex situations with multiple income sources.
Accurate reporting of capital gains, dividends, rental income, and 1031 exchange documentation.
Returns prepared with full visibility into your broader financial strategy for consistency and optimization.
Tax decisions don’t exist in isolation. Every strategy we recommend is evaluated in the context of your investment portfolio, retirement timeline, estate planning goals, and real estate holdings. This integrated approach ensures your tax plan supports — rather than conflicts with — your long-term financial objectives.
Our tax planning and return preparation services are ideal for individuals and families seeking proactive strategies and accurate filing — not just reactive compliance.
For those seeking to minimize taxes while building long-term wealth.
Optimizing distribution strategies and managing Required Minimum Distributions.
Complex income situations requiring strategic planning and accurate reporting.
Coordinating property income, 1031 exchanges, and depreciation strategies.
As a fee-only fiduciary firm, our tax recommendations are based solely on what benefits you. We don’t sell products, earn commissions, or have incentives to recommend unnecessary complexity. Our goal is straightforward: help you pay what you owe — and not a dollar more.
All tax documents, returns, and supporting materials are stored securely in your personal client portal. You have access to your records whenever you need them, with the security and organization that sensitive financial information requires.
Your tax returns and documents available through Smart Vault whenever you need them.
Clear organization of current and prior year returns, supporting documents, and correspondence.
Bank-level security protecting your sensitive financial and personal information.
We discuss your current tax situation, goals, and any concerns or questions you have.
We analyze your prior returns, current income, investments, and financial plan to identify opportunities.
We present clear recommendations with explanations of expected benefits and implementation steps.
Year-round planning support and professional return preparation when filing season arrives.
Let’s review your situation and identify opportunities to keep more of what you’ve earned.
