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Tax Planning

Guiding You To Efficiencies And Savings

 

Sonoma Wealth Advisors knows that it's definitely possible to be paying more tax when you're not working, then when you did!

The essence of tax planning is a careful process of seeking and maximizing appropriate efficiencies, within the bounds of the ever-changing tax laws.

 

 
Our Tax Planning Keys
 

Tech-Backed Tax Return Analysis

What secrets lie within your return?  Our FinTech crunches your numbers and our advisors guide you through potential savings opportunities.

 

 

Charitable Strategies

Hearing your desires to support organizations you care about and giving context to the potential tax advantages.

Annual Roth Conversions

Roth conversions every year can have tax benefits in certain situations.  This service is part of our ongoing commitment to you, our client.

 

 

Income Timing

When you take actions in retirement can result in different outcomes.  Our advisors help you create a roadmap for the most efficient distrubtions.

 

 
Tax Laws Change Annually

 

Can you keep up?

Let our experienced and accredited advisors and CPA show you what's possible with a deep dive into your latest tax return as part of our free wealth analysis.

 

 

Free Wealth Analysis

4000 Changes
to the tax code in last 10+ years

Including major changes that practically doubled the standard deduction, altered itemized deductions, saw increases for the Child Tax Credit, all while aiming to make taxes "simpler".  In 1913, the United States tax code could fit on a single page!  Now it spans over 174 and up to 10,000 sections.  Wonder what will change next year?

Source: EFile.com

What is Tax Planning?

Navigating tax scenarios is often referred to as a "maze".  Put simply- the types of accounts, investments and moves you make can affect how much tax you owe.  With in-house tax professionals, our team can analyze your current situation, and plot out future arrangements to minimize tax liabilities and maximize tax breaks, in accordance with the ever-changing tax codes.

Staff Specializing in Tax Planning

Our Northern California Tax Team
Daren Blonski, CFP®, AIF®, CEPA®, CDAA

Managing Principal

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Chris Sipes, CFP®, AIF®, CEPA®

Managing Principal

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Clay Dunkle, CFP®, AIF®, CEPA®

Financial Advisor

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Zach Paul, CFP®

Principal Advisor

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Dieter Stenger CPA

Certified Public Accountant

Dieter Stenger, CPA, provides clients with over 30 years of experience with his in-depth knowledge in accounting, payroll, and taxation.

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Russell Van Sistine, CFP®

Principal Advisor

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Todd Gomes, CFP®, AIF®

Principal Advisor

With a financial advisory practice rooted in tried-and-true money management principles, Todd approaches wealth management from a customized planning perspective.

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Ben Sedillo, AAMS®, AIF®

Principal Advisor

Ben's commitment to service runs deep, across decades, organizations and locations. He brings his breadth of service experience to help clients succeed today and in the future.

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Lindsey LaBrot, MBA

Tax Manager

Lindsey excels in building and maintaining strong client relationships, ensuring that each client receives personalized attention and top-notch service.

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Shelby Wirick

Financial Advisor

Shelby has enjoyed a dynamic career in finance and corporate executive management, encompassing over a decade of service with internationally renowned Fortune 500 companies.

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Terri Updegraff CPFA®

Financial Advisor

As a dedicated Retirement Plan Advisor, Terri Updegraff is committed to helping business owners and their employees achieve success in retirement planning. She specializes in designing...

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Mason Moore, AIF®

Principal Advisor

Mason Moore is a Principal Advisor who specializes in corporate and non-profit retirement plans.

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Gaetano Bettinelli

Financial Advisor

Gaetano has always felt called to serve others, which led him to serve his country in the Armed Forces. After the Marine Corps, he transitioned into finance to continuing serving others.

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Lisa Wiebelhaus

Staff Accountant

Lisa’s corporate and small business accounting and payroll experience has added value for our tax clients. Her dedication to accurate...

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