High-income W-2 tax planning

Your compensation may be straightforward on paper. Your tax decisions are not.

Planning for executives, physicians, attorneys, IT professionals and other high-income employees whose income, benefits and investments create more complex tax questions.

Situations we help analyze

Bonuses, commissions and supplemental wages

Review withholding and projected tax liability so a large payment does not create an unexpected balance.

RSUs, stock compensation and investment income

Coordinate vesting, withholding and investment activity with the rest of your tax picture.

Retirement, HSA and workplace benefits

Evaluate contribution opportunities and tax tradeoffs within the limits that apply to your situation.

Multiple states, jobs or income sources

Consider filing obligations, withholding and estimated payments when your work or income crosses state lines.

Year-end projection

Estimate the likely outcome before year-end and identify decisions that may still be available.

ClervOx does not promise that a particular strategy will reduce every client’s tax. Recommendations depend on your income, filing status, benefits, investments and applicable law.