$1 saved in taxes is as good as $1 earned in portfolio growth.

Planning to Be Efficient

Tax efficiency is an often-overlooked component of wealth management. At Basepoint Wealth, our advisors work with you to help you preserve as much of your hard earned income and savings as possible.

We go beyond simple investment strategies for tax harvesting, and dig in to identify strategies that can make your existing savings and investing strategies more efficient - squeaking every last drop of potential from your hard earned dollars.

As the old saying goes:  "A dollar saved is a dollar earned."

It's Never Too Late, Or Too Early

A proper tax efficient savings strategy can save you thousands of dollars over the course of your lifetime. While most people and many advisors focus on saving "as much as possible", our advisors go a step further and help you focus on saving "as efficiently as possible".


Our advisors and investment management teams emphasize the importance of asset location to minimize current and future tax liabilities that chip away at your hard-earned wealth.

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Income Planning

Our advisors and tax professionals work hand-in-hand to provide you advice on the most efficient way to draw income both pre and post-retirement. 


We'll help you evaluate your business structure to maximize the benefits of current tax code, and alert you to changes that might benefit you.

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Integrated Tax Preparation & Accounting Services

Basepoint Tax & Accounting, LLC is a part of the Basepoint family. Together, our companies provide for an integrated array of professional and principles-based advisory, tax, accounting, wealth management and investment services. Our clients benefit from a process that bring more of your financial life under one roof.

Accounting & Assurance Services 

Professional accounting services for individuals, corporations and non-profits of all sizes.

Business Consulting
Cashflow & Budget Analysis
Financial Statement Compilation
Payroll Services

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*services offered by Basepoint Tax & Accounting

Tax Services 

Experienced tax services for individuals and businesses.

Business Tax Planning & Preparation
Individual Tax Planning & Preparation
State & Local Tax (SALT)
Tax Credits
Tax Representation - IRS & State

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*services offered by Basepoint Tax & Accounting

Basepoint Tax & Accounting

Tax preparation and accounting services offered through our affiliated company, Basepoint Tax & Accounting, LLC.

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