Tax Strategy

Tax Strategy and Planning in Utah

Forward-looking strategies for your financial future

Tax Strategy and Planning Services

Tax strategy or tax planning is vital to any high-net-worth individual or family. The U.S. tax code is thousands of pages long including statues which add tens of thousands of additional pages. That type of complexity is the reason our advisors spend so much time training on tax strategy and tax planning.

At Tencap Wealth Coaching, we understand the importance of comprehensive tax planning in Utah. As local tax planners, we offer a unique perspective when reviewing each of our client’s tax returns. We understand that you likely have a CPA, and we’re not looking to replace or compete with the duties of a CPA. Rather, we look at your tax return in conjunction with your CPA from another lens. While your CPA focuses on compliance, our role as financial advisors is to provide a thorough review of your tax return from a Utah tax planner standpoint. When was the last time your financial advisor, specifically a local tax planner, reviewed your tax return?

Our Approach

We scrutinize your tax return to ensure that no opportunity to reduce your tax bill is missed. This includes a careful examination of things like:

  • Deduction analysis
  • Adjusting/updating tax withholdings or estimated payments
  • Examination of capital gains rate and vetting various strategies
  • Focused strategy in your after-tax account to minimize taxable events
  • Marginal income tax bracket analysis
  • Awareness of ever-changing tax laws
  • Creating intelligent ways to defer income to pre-tax accounts

As you intentionally consider what you are exchanging for each dollar you earn, it creates a heightened awareness of our combined duty to preserve as much of your earnings as possible. Our strategies are recommended with ethics and integrity and we are also focused on ensuring that none of our clients pay any more in taxes than they need to. This reflects the type of customer service our clients have come to naturally expect from Tencap Wealth Coaching.


All content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. Nor is it intended to be a projection of current or future performance or indication of future results.

Opinions expressed herein are solely those of Tencap Wealth Coaching and our editorial staff. The information contained in this material has been derived from sources believed to be reliable but is not guaranteed as to accuracy and completeness and does not purport to be a complete analysis of the materials discussed. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Advisory services are offered by Tencap Wealth Coaching, an Investment Advisor in the State of Utah. Being registered as an investment adviser does not imply a certain level of skill or training.

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