Tax Planning

At Circle Financial Planning, we work WITH you and your tax processes. Whether you are planning your short-term or long term finances, tax implications matter.

  • Roth Conversion Analysis
  • Income Tax Planning
  • Year-End Tax Planning
  • Investment Tax Planning
  • Alternative Minimum Tax (AMT) Planning
  • Gift and Estate Taxes

At the center of your financial life.

Circle Financial Planning brings every part of your financial life together. Through thoughtful wealth management, retirement planning, and holistic guidance, we help you make confident decisions so you can experience less stress and more enjoyment of your money, today and for the years ahead.

How We Work:

We understand where you are today.

You decide where you want to go.

We help guide you forward.

Send us a message and we will circle back...

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Roth IRA Conversion

This calculator is designed to help you determine whether you should consider converting to a Roth IRA

Tax-Deferred Savings

This calculator is designed to help you estimate the potential future value of tax-deferred investments vs. taxable investments using an identical hypothetical annual rate of return.

IRA Eligibility

Use this calculator to see if you are eligible to contribute to an IRA

Federal Income Tax

This calculator is designed to help you estimate your annual federal income tax liability.

Our Vision

Our vision is a future where confidence replaces uncertainty, allowing our clients to thrive in the lives they build, the work they pursue, and the moments they cherish.

Our Mission

Our mission is to help people live better lives by feeling secure about their future. We believe financial planning is deeply personal, and our purpose is to guide, support, and care for our clients through every season of life.

Full circle planning for every stage of life.

With thoughtful guidance, trusted relationships, and care that evolves with you, we support you through every season of life, so nothing feels overlooked and every decision feels intentional.