Integrating proactive, year-round tax and financial planning can greatly impact your success to grow and preserve your wealth while giving you that all important peace of mind. 

Over the years clients who were in the early stages of their professional careers and others who may have not been as proactive with tax and wealth planing required ad-hoc tax advisory and planning services not just around “tax season” but throughout the year.

Their questions included a variety of subjects. Some about year-end tax compliance matters, interpretation of tax laws but the most common ‘theme’ was about ideas/solutions to lowering effective tax rate, optimizing budgeting (cash spend), savings and investment goals, etc.

In short, people ask me: how can I ‘tweak’ and implement common sense and innovative planning solutions now for a smart, growth-oriented future.

As a result, Sakura Partners is introducing a new Financial and Tax Advisory Wellness service that is particularly geared towards clients who are curious about tax planning and would like to proactively engage it in an intentional way to optimally impact their financial future.

• Tax & Financial Wellness is intended to provide accessibility to personalized knowledge & services, choosing your pace with the intent to propel your proactive Tax and Financial Planning to the next level

• This service is geared to discuss numerous topics including equity compensation (RSU’s, ESOP, ESPP, etc), compensation taxation questions in the tech sector, multi-jurisdictional (US International, Federal & State) tax matters, pension strategy review, social security, international banking compliance (FBAR) and the list goes on and on. 

• Monthly, Quarterly and Annual (one time) subscription levels

• Additional more comprehensive tax and financial planning is available and can be a line extension of this service.