Mt. Everest Tax
Financial Planning

Tax Planning & Advisory

Don't just report history, create it. Forward-thinking strategies for your financial future.

Year-Round Strategic Guidance

Most people only think about taxes in April. Smart taxpayers think about them all year. Our advisory services help you utilize tax-saving strategies *before* the year ends, so you keep more of what you earn.

For Individuals

  • Retirement contribution analysis (IRA, 401k)
  • Tax-efficient investment planning
  • Estate and gift tax planning
  • Real estate transaction implications

For Businesses

  • Entity selection (LLC vs S-Corp)
  • Cash flow management
  • Employee benefit plan set-up
  • Succession planning