About ForMyTax

Built for financial lives beyond the tax-return checklist.

ForMyTax was built to connect the decisions behind the return—bringing planning, compliance, accounting, and clear explanations into one coordinated relationship.

Schedule a Tax Planning Consultation →Meet the ForMyTax Approach
One firmTwo purpose-built client experiences
Premium tax planning
Virtual collaboration
Complex tax lives
Business advisory
Nonprofit support
Spanish community services
The planning difference

The firm’s work begins with understanding the complete situation, explaining the reasoning clearly, and helping clients act while choices remain available.

01

A firm should understand the life behind the numbers.

Clients rarely arrive with one isolated issue. Their compensation, investments, properties, businesses, family responsibilities, and reporting obligations frequently overlap.

01

Listen Before Recommending

Coordinate compensation, supplemental payments, withholding, and expected household income.

02

Connect the Moving Parts

Evaluate both spouses’ compensation, withholding, benefits, investments, and outside income together.

03

Explain the Reasoning

Connect realized gains and losses with giving, liquidity, estimated taxes, and portfolio decisions.

04

Plan Before Deadlines

Review available employer and individual retirement opportunities within the broader tax picture.

05

Coordinate Implementation

Coordinate timing, asset selection, documentation, and charitable goals before completing a gift.

06

Support the Ongoing Relationship

Integrate rental activity, consulting income, entities, and business decisions with personal taxes.

02

The ForMyTax relationship is designed around the full year.

The process combines periodic planning conversations, implementation support, reliable reporting, and tax-return preparation.

Q1JAN–MAR

Set the baseline

Review the prior year, compensation changes, benefit elections, investments, rentals, and expected business activity.

Q2APR–JUN

Measure the trajectory

Compare actual income and tax payments with the plan, including bonuses, gains, and outside income.

Q3JUL–SEP

Model major decisions

Evaluate planned sales, charitable gifts, retirement moves, property activity, and estimated payments.

Q4OCT–DEC

Implement before year-end

Complete time-sensitive actions and update withholding or payments based on the year’s final picture.

Professional authority

Credentialed planning. Practical experience. Clear communication.

ForMyTax combines specialized tax-planning education with long-standing experience serving complex individual, business, global, real-estate, and nonprofit situations.

01Certified Tax PlannerAdvanced planning education focused on proactive, year-round tax strategy
02Main Street NetworkMember of Main Street Tax Professionals, founded by tax attorney and CPA Mark J. Kohler
03Established RelationshipsLong-term client relationships extending across life, career, business, and family changes
04Complex Tax ExperienceCompensation, global assets, real estate, businesses, investments, and nonprofit organizations
05Virtual CollaborationPhone, Zoom, and secure online service for clients across the United States and abroad
06Community ServiceA separate Spanish-first Bellflower experience for families, workers, and local businesses
ForMyTax Field GuideThe ForMyTax Approach

Start with the decisions that deserve attention now.

A practical guide to year-round planning conversations involving income, investments, retirement, real estate, businesses, and charitable giving.

  • Income and withholding
  • Complex tax lives
  • Retirement contributions
  • Charitable decisions
  • Business advisory
  • Year-end deadlines
Explore Tax Guides
Browse practical resources for complex tax decisions.
Certified tax-planning authority

A firm-first relationship backed by recognized professional development.

The ForMyTax tax-planning team includes a Certified Tax Planner and participates in the Main Street Tax Professionals network founded by tax attorney and CPA Mark J. Kohler. The credential supports the firm’s commitment to proactive planning, while every recommendation remains grounded in each client’s facts, goals, and applicable tax law.
ForMyTax · Tax Planning & Advisory
About ForMyTax FAQ

Questions about the firm and relationship.

Withholding may not fully account for the household’s total income, bonuses, investment gains, rental activity, consulting income, or a spouse’s compensation. A projection compares expected tax with withholding and other payments.

Preparation reports completed transactions. Planning evaluates upcoming decisions and payment needs while there may still be time to act.

ForMyTax can evaluate the tax aspects and timing of contemplated transactions or gifts. Investment selection and portfolio recommendations remain within the scope of the client’s appropriately qualified investment adviser.

Yes. Both can affect taxable income, estimated payments, deductions, recordkeeping, and other decisions. Looking at the complete household picture helps avoid isolated recommendations.

Ideally before a large bonus, stock sale, property transaction, business launch, charitable gift, relocation, or year-end deadline. Earlier conversations generally provide more time to evaluate available options.

Work with a firm that sees the complete picture.

Schedule a conversation about your compensation, investments, properties, businesses, and the decisions ahead.

Schedule a Tax Planning Consultation →