MOKAN Tax LLC
Tax Prep and Filing, Under the Same Roof as Your Financial Plan
Tax prep and filing through MOKAN Tax LLC, the sister firm to MOKAN Wealth. Available only to ongoing MOKAN Wealth clients. This isn't a standalone tax prep service. It's an add-on designed to put your financial plan and your tax return under one roof.
What's Included
What Your Tax Service Covers
Eight pieces, all coordinated with your Retire Ready Roadmap™. No re-explaining your situation every March.
Tax preparation and filing
Investment 1099s handled between MOKAN Wealth and MOKAN Tax
Spring tax return review meeting, if you want one
Fall tax projection meeting
Quarterly estimates, if RSU vesting requires them
Retirement options for Schedule C income
Direct access to your Head CPA by email or Zoom
Deeper integration between your financial plan and tax strategy
Tax Planning
Minimize Your Lifetime Tax Bill
This year's tax bill affects next year's. Next year's affects the year after that. Every dollar you add or remove from your taxable income shifts your marginal bracket, which shifts what you pay over a lifetime. Tax planning means treating your taxes as a multi-year process, not a once-a-year event.
Most couples don't have a tax plan. They have a tax return. Filing is reactive. Planning is proactive. The difference is whether you're documenting what already happened or shaping what happens next.
Next Step
Ready to Keep More of What You've Built?
If you and your spouse have $2M or more in investable assets, a tax-first retirement plan helps you keep more of it, year after year.