A great combination
Tax Preparation and Planning
Tax preparation and tax planning, provided by Sterling Tax through our strategic partnership, so your investment strategy and your tax return are never working from two different playbooks.
The relationship
Sterling Tax is Silver Grove’s strategic partner: we focus on wealth management and planning, they focus on tax preparation and tax planning. Because the two teams work together, you are never meeting your tax preparer for the first time in April.
What it means for you
Investment and tax planning, under one roof.
Tax preparation
Individual and business return preparation from a team that already knows your accounts and your goals.
Tax planning
Forward-looking strategy for timing income, gains, and withdrawals, built alongside your investment plan instead of after it.
Shared clients, one conversation
Many Silver Grove clients also work with Sterling Tax. When you do, the two teams coordinate directly so nothing falls through the cracks.
A single point of contact
You tell your story once. We loop in the right specialist rather than sending you to start over somewhere else.
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Other ways we help.
Let's begin
Plan what's next with confidence.
A first conversation costs nothing and commits you to nothing. Tell us where you are, and we'll tell you honestly whether we can help.
