Tax Services
Tax strategy, preparation, & beyond
A Strategic, Integrated Approach to Tax Planning & Preparation
At GatePass Capital, tax strategy is a core component of your overall financial plan. Our in-house tax team provides year-round guidance, proactive planning, and precise preparation designed to optimize after-tax wealth and align every decision with your long-term goals.
Whether you are an individual, business owner, executive, or multi-generational family, we deliver forward-looking tax strategy solutions tailored to your unique financial life.
Our Tax Services
Individual Tax Planning, Optimization & Preparation
Our team prepares federal, state, and local tax returns with an emphasis on accuracy, compliance, and strategic optimization. We help you understand the impact of every decision — investments, charitable giving, equity compensation, retirement planning, real estate, and more.
offered services
-Federal, state, and local income tax return preparation
-Multi-state and complex filing situations
-Year-round tax projections & estimated tax planning
-Tax-efficient investment and withdrawal strategies
-Charitable giving strategies (DAFs, appreciated assets, foundations)
-Equity compensation planning (RSUs, ISOs, NSOs, ESPPs)
-Real estate, rental, and pass-through income analysis
Business & Entity Tax Services
Entrepreneurs and closely held businesses face unique tax challenges. We work alongside your broader advisory team to optimize your structure, cash flows, and transactions.
offered services
-Partnership, S-corporation, and C-corporation tax returns
-Trust, gift, and estate tax filings
-Entity selection & structuring guidance
-Pass-through income planning
-Business deductions & depreciation strategy
-Coordination with legal and accounting professionals
High-Net-Worth & Family Office Tax Strategy
For families with significant complexity, we offer a coordinated, multi-disciplinary approach that integrates tax, investments, estate strategy, philanthropy, and family governance.
offered services
-Comprehensive multi-generational tax planning
-Complex gift and wealth transfer strategies
-Private foundation and charitable structure compliance
-Coordination with attorneys, trustees, and internal family office staff
-Support for family partnerships, real estate entities, and alternative investments
Retirement & Tax-Efficient Distribution Strategies
Your withdrawal strategy is just as important as your investment strategy. We help align your retirement income with your tax bracket, cash-flow needs, and long-term goals.
offered services
-Roth conversion strategies
-RMD optimization
-Tax-efficient drawdown planning
-Social Security tax strategies
-Integration with investment and financial plans
Audit Support & IRS Representation
If questions arise from the IRS or state tax agencies, we stand behind our work and support you throughout the process.
offered services
-IRS and state notice response
-Audit support and representation
-Amended tax returns
-Prior-year review and cleanup
Our Tax Strategy Approach
Proactive, Not Reactive
Taxes affect nearly every financial decision. We work with you throughout the year —
not just in April — to identify opportunities before they disappear.
Integrated With Your Financial Plan
As a fiduciary advisory firm, your tax strategy is coordinated with your investment plan, cash-flow needs, estate plan, and long-term objectives.
Transparent Pricing, No Surprises
You will always know what to expect — clear fees, open communication, and a
consistent service experience.