Strategic & Fully Integrated Tax Prep
At EWA, tax preparation isn’t just about filing a return; it’s about creating a smooth, proactive, and fully integrated experience. Because taxes are one of your largest lifetime expenses, they deserve to be managed with the same care and strategy as your investments. That’s why tax prep is available exclusively to EWA wealth management clients. We ensure every part of your financial life is aligned under one roof. With offices based in Pittsburgh, we serve clients both locally and across the U.S. Contact us at (412) 991-1385 or request an appointment now.
Save Time & Eliminate Frustration
At EWA, your CPA sits at the same table as your wealth advisor. That means fewer headaches, faster turnaround times, and a streamlined process tailored to your unique financial plan. It also means you will benefit from our tax efficiency planning services that intentionally structure your investments, income, and giving to minimize your taxbill, both now and in the future.
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Proactive, Year-Round Planning
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Integrated Technology & Safeguards
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Already Included in Your Advisory Fee
Unlike traditional CPA firms that bill hourly or raise fees each year, our tax preparation services are already included in your advisory AUM fee. There are no hidden costs or surprise invoices. This structure ensures our advice stays fully aligned — no upselling, no billable-hour incentives, just proactive tax strategy designed around your goals.
Meet Our Tax Team
Client Story: From Tax Surprises to Peace of Mind
When clients bring their entire financial picture under one roof, tax season becomes a non-event.
A successful family came to us frustrated after years of dealing with tax season stress. Every April, they were blindsided with large, unexpected bills—sometimes $30,000 or more. Their financial advisor and CPA weren’t on the same page, leaving the family caught in the middle. They felt like no one was proactively looking out for them.
When they joined EWA, everything changed. Because our tax preparation is integrated into wealth management, we already had a clear picture of their income, investments, and goals. Our tax team stepped in to coordinate directly with their advisor, creating a customized year-end planning checklist. Instead of waiting until April, we reviewed their situation in December, adjusted withholdings, and executed strategies like Roth conversions and charitable giving while deadlines were still open.
The Result
No more surprise bills. Their taxes were filed early, their stress disappeared, and they saved tens of thousands in unnecessary penalties and missed opportunities. For the first time, the family felt that their tax strategy wasn’t just reactive filing; it was part of a bigger plan designed to protect and grow their wealth.
Is Our Wealth Management Approach the Right Fit for You?
- We serve high-net-worth individuals and families with $1 million or more in investable assets.
- We have particular expertise supporting households in the $10–$100 million range who face complex financial structures, liquidity events, and multi-generational dynamics.
- We do not offer standalone tax preparation or insurance services. Our advisory fee fully integrates all of our services:
Tax Professional Help
Frequently Asked Questions
No. Tax preparation at EWA is exclusively available to our wealth management clients.
We believe tax strategy is most effective when integrated with investment management, retirement planning, insurance coordination, and estate strategy. Offering standalone tax filing would separate those conversations and reduce effectiveness.
Our structure ensures every tax return supports your broader financial plan.
Traditional CPA firms often focus on compliance—accurate filing and basic reporting.
At EWA, tax preparation is proactive and strategic. Our CPA team collaborates directly with your wealth advisor year-round, reviewing opportunities before deadlines pass. We analyze Roth conversions, capital gain timing, business structures, charitable planning, and distribution strategies in advance.
The result is fewer surprises in April and a smoother, more predictable financial experience.
We pull IRS transcripts prior to filing to ensure no K-1s, 1099s, or income documents are overlooked. We also create customized client checklists instead of generic organizers.
Because we already manage your investments and understand your income sources, we can identify discrepancies early. This reduces the likelihood of IRS notices, penalties, and amended returns.
Yes. We frequently serve business owners, executives, and high-income professionals with complex income structures.
We coordinate entity elections, payroll optimization, retirement plan contributions, capital gain timing, and charitable strategies within a year-round framework. For clients earning seven figures or managing multi-entity businesses, integration between tax and wealth strategy is essential.
Yes. Our tax preparation services are included in your AUM-based advisory fee.
Unlike traditional CPA firms that bill hourly or issue separate invoices, our integrated model eliminates billable-hour incentives. This structure aligns our advice with your long-term goals rather than transactional billing.
There are no hidden charges, upsells, or surprise invoices.