Kristin Kippen
Enrolled Agent / Certified Tax PlannerImagine a retirement where you not only enjoy the fruits of your labor but also leave a lasting legacy for your heirs. Our mission is to make that vision a reality by implementing a proactive approach to tax planning. We believe in starting with the end in mind, ensuring that every financial decision made today contributes to a more secure and affluent future.
Whether you're in the early stages of your career, approaching retirement, or already enjoying the golden years, our services are designed to meet you where you are. With Strategic Tax Planning by your side, you can rest easy knowing you have a dedicated tax team committed to your financial success.
Our Services
We work with clients who are:
Actively saving for retirement and desire DIRECTION and a proactive system for maximum tax efficiency.
Nearing retirement and need ANSWERS about how to transition from earning (wages) to spending (distribution from investments.)
Retired and wondering if there is a BETTER WAY to draw income and pay less tax during the process.