Tax Preparation & Planning
The Annex Wealth Management Tax Planning Team understands that navigating tax strategies – before and through retirement – requires a thorough understanding of your circumstances, including your financial plan. We also incorporate key strategies like distribution planning, Roth conversions, and tax-loss harvesting into our tax planning that ultimately helps you navigate the complex world of taxes.
TAX PLANNING TEAM

Joseph Maller, CPA
Manager, Annex Tax Services

Jill Martin, JD, AEP®
Wealth Strategist and Estate Planning Attorney

Amy Kiiskila, JD, CFP®, CPA, CLU®
Wealth Strategist and Estate Planning Attorney

Mark Strey, CFP®, CMFC®
Wealth Strategist

Eric Strom, CFP®, EA
Financial Planning Manager

Tania Sinha, CPA
Manager of Tax Planning

Tom Berkholtz, CFP®, EA
Financial Planning Specialist

Jenny Jesse, CFP®, EA
Financial Planning Specialist
WHAT YOU GET
- Forward tax projections
- Stock options planning
- Net Unrealized Appreciation Strategies (Frank Duke Method)
- Roth conversion planning
- Year-long tax guidance
- Pro-forma 1040 tax projections
- Tax strategy scenario analysis
- Tax Planning coordinated with Tax Compliance
- Personal tax returns
- Trust returns
- Estate returns
- Business returns
* Tax preparation services, which incur a separate fee, are provided through our affiliate, Annex Tax Services, LLC
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