We synthesize your financial documents to map where and how your money could flourish with Roth conversions, tax-efficient withdrawals, charitable giving, and more.

Thinking about starting a small business, looking to offset ordinary income, capital gains? Even if your just curious what tax credits might be available to you, having us develop a hillistiplan for you is the right start. We will develop the initial strategies, then present them to your tax advisor for the final stamp of approval so you can get to work paying yourself instead of Uncle Sam.

1040 Analysis

Understand Your Key Figures

Illustrate Retirement Distributions

The Hollisti-Tax-Plan...

Billed At $150 Per Hour

No Cost For Clients With $1,000,000+ of Assets Under Management

Meet the advanced tax strategist—a discerning planner who seeks to master the intricacies of the tax code to optimize their overall financial strategy. Hollistiplan is robustly designed for those who require more than a simple calculator; it’s crafted for individuals and advisors who understand that every adjustment in income, deduction, or investment can significantly shape long-term wealth.

We leverage scenario-based simulations to help you compare alternative tax strategies side by side—whether it’s fine-tuning deductions, managing capital gains, or timing income to maximize tax efficiency. With customizable tax flow charts and detailed dynamic reports, it empowers you to visualize the impact of decisions that span from immediate tax savings to long-range planning initiatives.

Moreover, advanced features such as real-time tax code updates, sensitivity analysis to model potential changes in legislation, and integrated guidance on tax loss harvesting and retirement income distributions make this software the ideal choice for a comprehensive tax strategy. It not only streamlines the process but also equips you with insights to tailor your approach according to your unique financial circumstances.

This planning option is billed hourly becasue of extremely unique nature of everyones tax situation. This can range anywhere from a simple 1040 analysis that may take an hour or less to creative tax planning with mutiple business entities. This option is also unique becasue we need to work somewhat closely with your current tax advisor because ultimately, they are the one filing your taxes. They need to both understand and sign off on any strategy you decide to implement.

Tax Explainer

Extraordinary income insights.

Show you how much your income is taxed and why with our interactive tool detailing all income sources, AGI, and above-and-below the line deductions. Reveal the repercussions of marginal rates, be more proficient in delineating differing percentages taxed, and tap into the origin of your refund.

A Hollistiplan visual

Scenerio Modeling and Analysis

Model personalized scenarios for every stage of life before it arrives. Tweak future numbers to generate projections of possible dividends, deductions, and capital gains with strategies like Backdoor Roths and Donor Advised Funds. You’ll witness income breakpoints that you can catch early on, like tax-efficient withdrawals, charitable giving, and rollovers.

A Hollistiplan visual

Navigate Retirement with Confidence

Retirement strategies can be complex. Team Hines Remer is here to guide you through the process, providing you with the information you need to help make informed decisions about your future.

Start Your Retirement Journey

Want to see our process?

We understand that most financial planning firm websites arent as transparent as you would like them to be. They don't want to post their fee's, services or their process for the public to see. Of coarse, they prefer to give you that information in person so they can control the sales process. We think differently.

We believe in transparency and prefer to avoid the "GOTCHYA" situation at all costs. Working with us you will always feel as if we are delivering information instead of selling. The link below show you our financial planning process.

Our Financial Plan Process

Cetera Investment Services LLC exclusively provides investment products and services through its representatives. Although Cetera does not provide tax or legal advice, or supervise tax, accounting or legal services, Cetera representatives may offer these services through their independent outside business. This information is not intended as tax or legal advice.

Tax Planning