Where tax advice and long-term wealth planning work together

OUr firm

Hiking and climbing gear arranged on wooden surface.

Our affiliation with Second Mountain Financial, Inc. delivers a tax-intelligent approach to financial planning and wealth management.

Two hikers holding a map with mountains in the background.

We prepare tax returns and provide tax-planning for clients who want their financial decisions informed by a detailed understanding of their tax situation.

Wooden arrow sign on a pole with snowy mountains in the background.

With more than 25 years of experience, we help coordinate tax strategy with investment management, retirement planning, executive compensation, business ownership, real estate, charitable giving, and legacy planning.

Ideal clients

Business Owners

Real Estate Investors

We add significant value to business owners making over $1,000,000 per year or who are considering selling their business.

Real Estate Investors

Individuals and families with a large real estate portfolios add complexities to tax planning.

Executives

Executive compensation provides opportunities to save on taxes. Making decisions on RSUs, stock options, deferred compensation, etc. during your client's working years will help them enjoy more in retirement.

Retirees

Executives

Tax location, tax location, tax location. Understanding retirement planning and withdrawal strategies to minimize taxes will allow investment assets to grow.

iMPORTANT iNFORMATION

Second Mountain Financial, Inc. provides investment advisory and financial-planning services. Second Mountain Tax & Accounting, Inc. is an affiliated CPA firm that provides tax preparation and tax planning. Tax and accounting services are separate from investment advisory services and are provided under separate engagement agreements. Clients are not required to use the services of either affiliated firm.

Tax planning is based on current law and each client’s individual circumstances. Neither firm can guarantee a particular tax result, tax savings, investment return, or investment outcome.

The services of Second Mountain Financial, Inc. and Second Mountain Tax & Accounting, Inc. do not include legal advice or the preparation of legal documents. We coordinate, as appropriate, with clients’ independent attorneys and other professional advisers.

Where tax advice and long-term wealth planning work together

Where tax advice and long-term wealth planning work together

OUr firm

Our affiliation with Second Mountain Financial, Inc. delivers a tax-intelligent approach to financial planning and wealth management.

We prepare tax returns and provide tax-planning for clients who want their financial decisions informed by a detailed understanding of their tax situation.

With more than 25 years of experience, we help coordinate tax strategy with investment management, retirement planning, executive compensation, business ownership, real estate, charitable giving, and legacy planning.

Ideal clients

Business Owners

Real Estate Investors

Real Estate Investors

Real Estate Investors

Real Estate Investors

Real Estate Investors

Executives

Executives

Executives

Retirees

Executives

Executives

Contact Us

Ready to partner with a trusted tax advisor with insight into your entire financial picture?

Bryan R. Ellis, CPA, MST, CEPA®

iMPORTANT iNFORMATION

Where tax advice and long-term wealth planning work together

Where tax advice and long-term wealth planning work together

OUr firm

Our affiliation with Second Mountain Financial, Inc. delivers a tax-intelligent approach to financial planning and wealth management.

We prepare tax returns and provide tax-planning for clients who want their financial decisions informed by a detailed understanding of their tax situation.

With more than 25 years of experience, we help coordinate tax strategy with investment management, retirement planning, executive compensation, business ownership, real estate, charitable giving, and legacy planning.

Ideal clients

Business Owners

Real Estate Investors

Real Estate Investors

Real Estate Investors

Real Estate Investors

Real Estate Investors

Executives

Executives

Executives

Retirees

Executives

Executives

Contact Us

Ready to partner with a trusted tax advisor with insight into your entire financial picture?

Bryan R. Ellis, CPA, MST, CEPA®

iMPORTANT iNFORMATION

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