Tax Preparation & Planning

An Essential Element
of Wealth Management

When it comes to your money, it's not what you make that matters most but what you are able to keep after taxes. The US tax code is notoriously complex. And without professional guidance, people may end up paying more taxes than is legally required.

But most wealth advisors don't give income tax the attention it deserves. Many have only a basic understanding of tax rules. Often their response to a client's tax questions is to “Please consult with your tax professional."
We're different - our wealth management process incorporates a clear understanding of your tax situation. We prepare hundreds of tax returns each year and have almost two decades of tax experience.
We stay up to date with the latest tax laws and regulations, and will carefully analyze your situation to ensure that every eligible deduction and credit is claimed on your tax return.
As an Enrolled Agent (EA), Erik Mickelson is a federally-authorized tax practitioner and may represent taxpayers before the IRS. The Enrolled Agent designation is the highest credential the IRS awards.
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Income tax preparation and tax planning tools

Our Tax Difference

Tax preparation is an important component of wealth management

Accurate Tax Returns

We work hard to prepare accurate tax returns for you in a timely manner. When it comes to tax preparation, it is true that no detail is too small. During the preparation process, we will work closely with you to ensure that all required information is included in your tax filing. We take pride in being thorough, accurate, and meticulous. Additionally, we will look for opportunities to employ legal tax minimization strategies in order to reduce the amount that you owe.

Clarity & Confidence

We want to help people take control of their finances and enjoy year-round confidence. We keep current on the many updates to the tax code so that you can focus on your family, your career, and living your best life.
We will make every effort to detect and resolve any potential red flags on your tax return that could trigger an IRS audit. If an audit does occur, Erik Mickelson is an Enrolled Agent and is federally authorized to represent you before the IRS.

Tax-Efficient Wealth Planning

Most financial advisors are not willing or able to give tax advice. At Mickelson Wealth Management, we incorporate careful tax optimization strategies into every aspect of our wealth management process. Examples of this include investment tax-loss harvesting, asset location strategies, and tax-efficient retirement income planning.
We want to ensure that your wealth is managed in the most tax-efficient manner possible so that you are able to take home more of your income.