Personal Chief Tax Officer

If you are like many of our clients, income taxes are your single largest expense item. It might also be the most complicated and confusing expense. We do not prepare returns. We think other firms are better suited for the compliance work but shouldn’t there be another person besides your CPA that knows what is going on inside your tax return?

We regularly work with many excellent CPAs who provide great service in this area. We also know, all too often, these CPAs are not engaged throughout the year so that the best tax planning ideas can be identified and implemented. Our Personal Chief Tax Officer service works as a partnership involving you, G2 and your CPA to facilitate this effort.

We are excited to offer our experience and expertise to add a layer of insight, proactivity and quality control to this financial area of our client’s lives. 

Our Personal Chief Tax Officer services include:

• Organization of your tax data
• Tracking key events
• Coordination of tax projections
• Tax return review
• Maintaining a checklist of all tax returns to be filed and key filing dates