Proactive tax planning, coordinated directly with your CPA — and worked on all year, not just in April.
Most tax work is backward-looking: it records what already happened. Tax strategy at Canyon Strategic Wealth is the opposite. We look ahead — at this year and the years to come — to position your income, investments, and decisions so you keep more of what you earn, legally and deliberately.
We are not your tax preparer, and we do not provide tax advice in place of one. We coordinate directly with your CPA so the planning and the filing are working from the same playbook, year-round.
We evaluate whether, when, and how much to convert — weighing your current and future tax brackets, time horizon, and estate goals.
Within your portfolio, we capture losses where it is advantageous to do so, reducing your tax bill without altering your long-term strategy.
From donor-advised funds to gifting appreciated assets, we structure your giving so it is as tax-efficient as it is meaningful.
We work alongside your accountant throughout the year, so opportunities are caught while there is still time to act on them.
No. We do not provide tax or legal advice or prepare returns. We coordinate closely with your CPA so that proactive planning and the actual filing stay aligned.
Throughout the year. The most valuable tax moves — conversions, harvesting, gifting — must be made before year-end, which is why we treat tax planning as a continuous part of your strategy.
We can help you find a qualified CPA and coordinate with them on your behalf. The planning works best as a partnership between your advisor and your accountant.
Schedule a complimentary discovery call and we'll talk through your situation.
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