Fee-only wealth & tax · Denver · Since 2011
Wealth advice that starts with your tax return.
SEC-registered adviser
CPAs & EAs in-house
Fee-only fiduciary
We plan your investments, retirement and equity with the same CPAs who prepare your return.
The firm in numbers
$840M
Client assets under management
260
Households, most with us for 5+ years
97%
Of clients stay with us each year
520
Tax returns prepared in-house last season
Firm figures as of June 30, 2026.
As featured in
The Front Range
Business JournalAdvisor
QuarterlyThe Planning
ReviewMile High
MoneyThe Fiduciary
LetterCapital &
Counsel
Why one team
Your CPA files what your advisor already decided.
Most households have an advisor who plans and a CPA who files. By the time the return is prepared, the year’s decisions are already made.
What we do
Six services. One plan. One return.
Not sure where you fit?
Bring last year’s return to a 30-minute call. We’ll tell you where we’d start.
Tax calendar
Most of the year’s tax decisions are made by October.
We plan to every deadline and window on it. Here’s what’s next.
Oct
15
Extended 2025 returns due
File the 2025 return. An extension gave you more time to file, not to pay; interest has been running since April 15.
Filing
Nov
9
Year-end tax projection
Estimate this year’s tax before it’s fixed. It sets the size of any Roth conversion, harvest or gift in December.
Year-end
Dec
1
Decide on ISO exercises for 2026
Model the alternative minimum tax before exercising. The exercise has to settle by December 31 to count in 2026.
Equity comp
Who we serve
Built for households where tax is the biggest line on the plan.
Most clients have $1–10M invested and at least one thing that complicates their taxes.
You’re likely a fit if:
Your tax bill surprised you in the last two years.
Your advisor and your CPA have never spoken.
You have a vest, sale or retirement date in the next three years.
You want one person to call about all of it.
1
Equity compensation
RSUs, ISOs and ESPP shares, with vests and exercises planned around your bracket.
2
Business owners
Entity, payroll and exit decisions made two to five years before a sale, not two months.
3
Retirement income
Which account to draw from, when to convert to Roth, and when to claim Social Security.
Step 1
Intro call
What you own, what you earn and what’s coming up. We’ll tell you what stands out on last year’s return.
Step 2
Return and plan review
A CPA reads your last two returns with your accounts and grants, looking for decisions that are costing you.
Step 3
Your integrated plan
One written plan with a two-year tax projection. You see what we recommend and what it costs before you sign.
Step 4
The year-round rhythm
Quarterly check-ins, a November projection, and your return prepared in-house each spring.
Start with step one.
Book a 30-minute intro call. No paperwork, no commitment.
Fees
Our only pay is the fee on this page.
No commissions, no product sales. Three ways to work with us, all published.
Your investments are held at an independent custodian in your name. We can manage them; we can’t withdraw from them.
01
Option 01
Full relationship
1.00% → 0.35%
Annual fee, tiered on assets we manage
Investments, planning and your federal and state returns. $2M managed comes to $17,500 a year.
Return included
Most clients
02
Option 02
Planning and tax
$6,000
Flat, per year
Plan, check-ins and return. Your accounts stay where they are.
Return included
No asset minimum
03
Option 03
Tax only
From $1,800
Per household return
Your return and a planning letter. Many clients start here.
Quoted up front
Planning letter included
Clients
In their words.
9/2026
Tax planning
Why we prepare your return in-house
A tax return records decisions that were made months earlier. We think the people who plan those decisions should be the ones who file them.
3 min read
9/2026
Equity comp
RSUs are taxed when they vest. Here’s what that means for April.
Your employer withholds tax on your RSUs, but often at a flat 22%. If your bracket is higher, the difference arrives in April.
3 min read
8/2026
Retirement
Roth conversions in a low-income year: the window most retirees miss
The years between your last paycheck and required distributions may be the lowest-tax years you’ll ever have. Here’s how to use them.
3 min read
Let’s talk
Your next tax year is already being decided.
This year’s moves have to happen before December 31. A 30-minute call shows which apply to you.
No fee, no commitment.
We reply within one business day.
Ostrand
Visit, call or log in
Denver
1450 Larimer Street, Suite 800, Denver, CO 80202
Call
Mon–Fri, 8:30–5:30 MT. Extended hours Feb 1 – Apr 15.
The quarterly tax letter
Four emails a year: what changed, what’s due, what to decide. No sales.
Ostrand Wealth & Tax, LLC is an SEC-registered investment adviser. Registration does not imply a certain level of skill or training.
Nothing on this site is tax, legal or investment advice for your situation. Talk to us, or to your own advisor, before acting on it.
© 2026 Ostrand Wealth & Tax, LLC