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.


Joseph Maller, CPA

Manager, Annex Tax Services

Alec Durand, JD

Estate Planning Attorney

Amy Kiiskila, JD, CFP®, CPA, CLU®

Director of Wealth Strategy

Mark Strey, CFP®, EA

Senior Wealth Strategist

Eric Strom, CFP®, EA

Financial Planning Manager

Tom Berkholtz, CFP®, ECA

Senior Financial Planner, Team Lead

Jenny Jesse, CFP®, EA

Financial Planning Specialist

Liam McKinney

Associate Wealth Strategist

Jess Goodman

Tax Planning Associate


Tax Planning And Financial Planning. Together.
  • Forward tax projections
  • Stock options planning
  • Net Unrealized Appreciation Strategies (Frank Duke Method)
  • Roth conversion planning
  • Year-long tax guidance
Annex In-House Tax Planning
  • Pro-forma 1040 tax projections
  • Tax strategy scenario analysis
  • Tax Planning coordinated with Tax Compliance
Tax Preparation From Annex Tax Services
  • 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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