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Taxes & Advice in One Place

Your advisor and your tax preparer have never met. That’s costing you real money.

Most people run their money in two sealed-off rooms. An advisor manages the investments over here. A tax preparer shows up every April over there to tally the damage. The two almost never talk — so the harvesting opportunity gets missed, the Roth conversion lands in the wrong year, and your return gets filed by someone who had zero say in the decisions that shaped it.

We closed that gap on purpose. Through TVAMP Tax Planning, LLC, the same people building your financial plan also prepare your return. That means tax strategy stops being a once-a-year scramble and becomes something baked into decisions all year long: where to pull retirement income from, when to realize a gain, how to give to the causes you care about without overpaying for the privilege of being generous.

Done right, April isn’t a surprise. It’s the last quiet step of a plan that was already working. Let’s stop leaving money on the table between two people who never speak.

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Johnny Mary, CPA | Dir. of Tax Planning
Johnny Mary, CPA | Director of Tax Planning

Your tax preparer and your planner already know each other

Too often, a tax return is prepared by someone who has never seen the financial plan, and a financial plan is built by someone who has never seen the tax return.

TVAMP Tax Planning, LLC, an affiliate of TVAMP, exists to close that gap. If you’d like us to prepare your returns, your planner and your preparer work from the same picture, so decisions like selling a business, exercising stock options, or taking a large distribution can be considered with taxes in view before they’re made, rather than discovered at filing time.

Tax preparation is optional. If you have a CPA you trust, we’ll work with them.

Real people, real answers

What does “Living Invested” look like for you?

Small moments that reflect what matters most.

Saying yes to the trip without the second thought.

Knowing my kids will be okay even if I’m not.

Buying my dad the boat he never bought himself.

A porch and a real Tuesday.

Eating dinner at six, not at my desk.

What’s the Money For?

Every plan we build starts with that question. Not with a portfolio, a product, or a pitch. But with the life you’re trying to fund.

Most financial advice sounds the same because it is the same: gather the assets, pick the funds, mail the quarterly report. We started TVAMP because we believed the work, and the people, deserved better.

The point is what the money makes possible.

Knowledge Hub

Tax insights

Taxes

Guide: Tax Planning in Turbulent Times

Whether you’re saving, investing, spending, giving, or receiving wealth, there’s scarcely a move you can make without considering how taxes might influence the outcome. The particulars may evolve, but it seems there is always an array of tax breaks to encourage us to save toward our major life goals. It’s up to us to make the best use of these “tools of the trade.”

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More on Taxes