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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 wealth analysis.

 

 

Book Your 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®

Managing Principal

Daren Blonski, CFP®, AIF®, CEPA® is the Co-founder and Managing Principal of Sonoma Wealth Advisors. He is a learner, educator, entrepreneur, and life coach. With Bachelors in Sociology from...

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Chris Sipes, CFP®, AIF®, CEPA®, NSSA®

Managing Principal

Chris brings over 13 years of experience in the financial industry to Sonoma Wealth Advisors. As a co-founder of Sonoma Wealth Advisors, he operates as the Chief Compliance and Investment Officer.

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Clay Dunkle, CFP®, AIF®, CEPA®, NSSA®

Financial Advisor

Clay is a CERTIFIED FINANCIAL PLANNER™ (CFP®), an Accredited Investment Fiduciary™ (AIF®), a Certified Exit Planning Advisor  (CEPA®) and a National Social Security Advisor™ (NSSA®). With these...

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Zach Paul, CFP®

Principal Advisor

Zach Paul's mission is simple: to provide clients with a decisive edge in financial management. As a CERTIFIED FINANCIAL PLANNER™, Zach is dedicated to staying at the forefront of financial...

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Russell Van Sistine, CFP®

Principal Advisor

Russell seeks to make a difference in the lives of his clients, and with the accreditation as a CERTIFIED FINANCIAL PLANNER™. From an early age, Russell looked up to medical professionals. The idea...

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Shelby Wirick, AIF®

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. In that time, Shelby...

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Mason Moore, AIF®

Principal Advisor

Mason Moore is a Principal Advisor specializing in corporate and non-profit retirement plans. Mason is passionate about assisting business owners with the design of a retirement plan that addresses...

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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. Born in Germany, Dieter worked for small accounting firms...

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Mariam Shamlow

Financial Advisor
Gaetano Bettinelli, MBA

Financial Advisor

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

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Jackie Thomson, EA, CFP®

Enrolled Agent

Jackie Thomson, EA, CFP® has a long history of providing tax advisory services in Marin County, having offices in Sausalito and Mill Valley during her solo practice years, and more recently in San...

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Adam Ladwig, EA

Principal Tax Advisor

Adam Ladwig EA is an accomplished Principal Tax Advisor ready to address your tax needs. Previously, Adam practiced as a Senior Auditor at Miller Cooper & Co. in Chicago after receiving his...

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