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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

Daren Blonski, CFP® is the Co-founder and Managing Principal of Sonoma Wealth Advisors. He is a learner, educator, entrepreneur, and life coach.

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Chris Sipes, CFP®, AIF®, CEPA®

Managing Principal

Chris brings over 15 years of experience in the financial services to Sonoma Wealth Advisors. As a co-founder of Sonoma Wealth Advisors he operates as the Chief Investment and Compliance Officer.

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Clay Dunkle, CFP®, AIF®, CEPA®

Financial Advisor

A Sonoma local who's ready to help your family as a CERTIFIED FINANCIAL PLANNER™.

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Zach Paul, CFP®

Principal Advisor

A skilled collegiate soccer player, Zach's mission is simple: to provide clients with a decisive edge in financial management. 

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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

Russell likes to help people. The greatest satisfaction is knowing you did everything you could to support people and make a difference in their life.

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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

Financial Advisor

Terri Updegraff is a licensed investment advisor representative dedicated to helping individuals and couples thrive financially.

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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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