We offer Tax Prep & Filing through our sister firm Drucker Tax LLC.

This service is only available to our ongoing wealth management clients as we see this add-on service as a way to provide a more integrated & comprehensive client experience under one roof!

Meet Our Tax Team

Therese Tippie, CPA/PFS

Head CPA & Tax Advisor

Therese brings 15+ years of hands-on experience navigating complex tax planning, helping clients uncover tax-saving opportunities and connect their tax strategy to the rest of their financial life.
Therese makes sure your tax plan doesn’t live in a silo. Whether it’s your investment strategy, estate plan, or income decisions, everything works together toward the bigger picture.
Our tax team breaks down the tax process in a way that’s easy to understand. From gathering documents to filing, you’ll feel supported every step of the way..
Our tax team works hand-in-hand with your advisory team to deliver proactive, year-round tax insights so you can make more confident financial decisions, not just at tax time.

Mary Beth Hall, CPA

Tax Advisor

Mary Beth supports our tax planning and preparation process with deep technical expertise and a sharp eye for detail. She helps ensure every return, projection, and strategy is accurate, thorough, and aligned with your overall plan.
With experience across individual, business, and trust tax returns, Mary Beth plays a key role in turning complex tax rules into clear, actionable next steps.
Her background in audit, review, and financial reporting strengthens our tax work, adding another layer of precision and thoughtful oversight to your filings and projections.
Mary Beth works closely with Therese and your advisory team behind the scenes to keep everything organized, compliant, and moving forward smoothly so you can feel confident nothing is slipping through the cracks.

What's Included In Our Tax Services:

Tax Preparation & Filing
Investment 1099's handled between Drucker Wealth & Drucker Tax
Spring Tax Return Review Meeting (if desired)
Fall Tax Return Projection Meeting
Quarterly Estimates (if necessary due to vesting RSU's)
Retirement Options for Schedule C Income
Direct access via email/zoom to your Head CPA
Deeper integration between your financial plan & tax coordination

Tax Planning: Minimize Your Lifetime Tax Bill

Effective tax planning forces you to think about how this year’s tax bill will impact next year’s tax bill, which can impact your tax bill 5 years from now, which will impact your tax bill in retirement and beyond.

You have to think about your taxes as an evolving, multi-year process in which you are adding and removing income to your “tax bucket” based on how much you will pay in tax as a result (your marginal tax bracket).

In our experience, “taxes” are the part of the planning process around which there is the most confusion and the least amount of clarity around what constitutes “having a plan.”

Tax planning is not just about paying less taxes each year, but about looking at the big picture.

If you're ready to become more intentional with your tax planning, our team is standing by!

Schedule Your Call

Understanding Tax Compliance vs. Advice vs. Planning

There is often confusion around the different components to tax planning. Let's break down the three main parts of dealing with taxes: compliance, advice, and planning. Think of these three concepts like your 3rd grade food pyramid. Tax compliance forms the foundation (everyone that files their taxes does this in some manner, followed by tax advice (not as common), and finally tax planning, (the least commonly addressed, yet most impactful!)

Tax Compliance

You are making sure that you are compliant with the IRS for the given tax year.

A tax preparer, like a CPA or Enrolled Agent, can help you with this part. They make sure all the right information is included in your tax return.

Tax preparation is a valuable service, and that's why we do it, but if done by itself, it is reactive by definition.

PS: getting a tax refund should not be cause for celebration and does not mean that your tax preparer did a “good job.” This just means that you overpaid the IRS throughout the year and gave them a zero interest loan rather than you getting to keep that money and allocate YOUR money as you see fit.

Tax
Advice

Tax advice is when your tax preparer

also

provides you with single-year tax “advice” and gives suggestions on how to pay less taxes on your current tax return. They can help you find deductions or strategies to reduce your tax bill today.

Tax
Planning

Tax Planning Is What We Do.

How Does Tax Planning Work?

In tax planning, you use your marginal tax bracket to your advantage. That means you figure out when it's best to pay taxes and when to reduce your taxable income. For example, if you're in a lower tax bracket this year, it might be a good time to add more income to your "tax bucket." But if you're in a higher tax bracket, you might want to find ways to take out less income. The goal is to get the most benefit from each deduction or tax strategy.

Of course, there are a lot of assumptions built in & the future is unknowable but we have always found that being proactive & intentional is better than the opposite!

Our Tax Planning Approach

Tax planning is a crucial aspect of your financial strategy. It involves developing a philosophy and strategic approach to minimize your tax liability over your entire lifespan. While many individuals focus on reducing their tax bill each year, effective tax planning requires a broader perspective. It necessitates considering how your current tax decisions will impact future tax liabilities, including during retirement.

Ready To Embrace Comprehensive Tax Planning?

To make the most of tax planning, keep these things in mind:

Taxes are not just a one-time thing. It's an ongoing conversation you should have throughout the year.
A tax preparer is helpful (and hey, we do it!), but it's just as important to work with a financial planner who can help you plan for your future tax bills.
Taxes affect your investments too. Make sure your investment strategy considers the tax implications.
Estate planning and risk management are connected to taxes. They can impact your overall tax bill, so it's important to think about them together.

Start Your Lifetime Tax Planning Journey

If you're ready to take control of your taxes and pay less over your lifetime, we're here to help. Schedule a Right Fit Call to talk about your financial situation and how we can assist you in planning for your taxes.

Schedule A Call