Services
Everything your money needs, planned around your taxes.
Six areas of work, one team, one plan.
Tax planning & preparation
Year-round planning and your return, prepared by the same CPAs who know your plan.
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Investment management
Low-cost, diversified portfolios, placed across your accounts to keep more after tax.
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Retirement income planning
Which account to draw from, when to convert to Roth, and when to claim Social Security.
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Equity compensation
RSUs, ISOs and ESPP shares, with vests and exercises planned around your bracket.
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Business owners & exits
Entity, payroll and exit decisions made two to five years before a sale, not two months.
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Estate & legacy planning
Wills, trusts, inherited accounts and final returns, handled on a clear timeline.
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Included every year
What a year with us actually produces.
Your return, prepared in-house
Federal and state returns for the household, prepared and reviewed by a CPA or EA who knows your plan.
Two tax projections
One in May for the year ahead and one in November, while there’s still time to act.
A written plan, updated yearly
Investments, retirement, equity and estate in one document, with the decisions and their dates.
Managed portfolio
Low-cost, diversified portfolios, placed across accounts so the highest-taxed income sits where it’s sheltered.
Quarterly check-ins
Thirty to sixty minutes each quarter, set around the deadlines on our tax calendar.
IRS and state letters
If a notice arrives, send it to us. We respond on your behalf for returns we prepared.
Honest comparison
How we compare with the other ways to get this done.
Tax planned before decisions
Yes, quarterly
Rarely
No
Return prepared by your planner’s team
Yes
No
No, you prepare it
How they’re paid
Published fee only
AUM fee + hourly CPA
Low AUM fee + software
Fiduciary at all times
Yes
The advisor may be
Yes, for the portfolio
Annual cost on $2M
$17,500, return included
About $20,000 + $2,500–5,000 CPA
About $5,000 + your time
If your taxes are simple, a robo-adviser and good software will cost less, and we’ll say so. We’re worth the fee when the decisions are large and connected.
Typical costs based on published fee schedules. Your quotes will vary.
Questions
Before you ask.
Do I have to move my accounts to work with you?
Who actually prepares my return?
Do you sell insurance or annuities?
Where is my money held?
Next step
See which of the six apply to you.
Bring last year’s return to a 30-minute call. We’ll show you where we’d start and what it would cost.
We reply within one business day.
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