Tax Planning & Optimization
Make Your Money Work Smarter
Strategic Tax Planning
Smart tax planning isn’t just for tax season — it’s an ongoing strategy to help you keep more of what you earn. At Protegro, we take a holistic approach to tax optimization, ensuring your investment, retirement, and business decisions all work together for maximum benefit.
Why it Matters
Planning Ahead Means Paying Less — and Keeping More
Taxes touch every part of your financial life. Whether you’re an individual, family, or business owner, proactive planning can make a meaningful difference in your long-term wealth.
We’ll help you identify opportunities to minimize liabilities, structure income efficiently, and take advantage of tax-favored strategies that align with your overall financial goals.
What’s Included
Smart tax planning isn’t just for tax season. it’s an ongoing strategy to help you keep more of what you earn.
Retirement Account Tax Optimization
We analyze your 401(k), IRA, and Roth accounts to identify opportunities for tax-efficient contributions, conversions, and withdrawals — now and in retirement.
Business & Self-Employment Tax Strategies
From choosing the right business structure to managing deductions and estimated payments, we help you create a plan that balances growth with compliance.
Tax-Advantaged Planning for Life Events
Major life moments — marriage, divorce, education, inheritance — all affect your taxes. We’ll help you prepare in advance to make the most of available credits, deductions, and savings opportunities.
Wendy’s Approach
A Practical, Personalized Path to Financial Confidence
Wendy combines decades of financial experience with a calm, structured approach to help clients turn stress into strategy.
Whether you’re tackling personal debt, managing variable income, or simply wanting to feel more in control of your money, she’ll guide you through each step — without judgment, just support.
Ready to Build a Smarter Tax Strategy?
Let’s identify opportunities to optimize your taxes and align them with your long-term goals.