Tax Planning

Tax planning typically requires two things: expertise with the tax code combined with a deep understanding of your financial situation. Dean Dorton, through its affiliated CPA firm, operates at the intersection. Our affiliate’s tax advisors have years of experience and accumulated expertise —but they strive to know each client as well as they understand the tax laws. With an equal commitment to providing tailored advice and a seamless experience, Dean Dorton can be more than just a tax planner; we serve as a trusted tax partner to individuals, families, and businesses.

You can’t avoid taxes, but you may avoid inflated costs, surprise bills, confusing requirements, and high-stress deadlines. The difference comes down to your tax strategy. You may need to lower your tax exposure, then regularly update your strategy over time in parallel with your private wealth activities. Everyone can benefit from following a tax strategy, but few have the time or resources on their own, so they may trust Dean Dorton to make the difference.