Client Center

Tax Strategy

Taxes Planned with Purpose

WORKING TOGETHER

We act as your partner, not your preparer. That means:

Collaborative

You keep your experienced CPA relationship (or we can connect you with one of our alliance partners).

Client-Centered

We focus on strategy — identifying opportunities and coordinating across your broader financial plan. 

Integrity

You get a more complete picture of how taxes fit into your overall financial goals. 

Our strategies are designed to turn tax season into an advantage — not just an obligation — year after year.

Whether through Roth conversions, tax-loss harvesting, or charitable deductions, we help you keep more of what you’ve earned.

Our Approach to Tax Planning

We believe effective tax planning is proactive, not reactive. Our advisors help you: 

Coordinate With Your CPA
We collaborate with your tax professional to make sure your financial and tax strategies work hand in hand.
Optimize Investment Taxation
Analyze capital gains, dividends, and income to align with your goals and minimize surprises at tax time.
Retirement Tax Strategies
Plan withdrawals from 401(k)s, IRAs, and Roth accounts in a tax-efficient sequence to extend the life of your savings.
Charitable Giving
Explore tax-smart giving strategies such as donor-advised funds, qualified charitable distributions, or appreciated stock donations.
Estate & Legacy Alignment
Review estate and gift tax implications to preserve more wealth for the people and causes you care about.
Business Owners
Identify ways to structure compensation, retirement contributions, and succession plans with tax efficiency in mind.
KEEP MORE OF WHAT YOU EARN

Taxes touch every part of your financial life — from your paycheck to your investments, retirement accounts, and estate plan.

At Intrua, we don’t prepare your tax returns, but we do work closely with you — and with your CPA or tax professional — to ensure your financial plan is designed with tax efficiency in mind. By integrating tax planning with your investment, retirement, and estate strategies, we help you keep more of what you’ve worked so hard to earn. 

Intrua Financial, LLC does not provide tax or legal advice. Any tax-related information provided is for informational purposes only and should not be construed as personalized tax advice. Clients are encouraged to consult with a qualified tax professional regarding their individual circumstances. Tax strategies such as Roth conversions, tax-loss harvesting, and charitable giving should be evaluated in light of your full financial picture and may not be appropriate for every investor.

Owners have considerations to make before performing a Roth IRA conversion. These primarily include income tax consequences on the converted amount in the year of conversion, withdrawal limitations from a Roth IRA, and income limitations for future contributions to a Roth IRA. In addition, if you are required to take a required minimum distribution (RMD) in the year you convert, you must do so before converting to a Roth IRA.