In brief
Your CPA and investment advisor should share information on income timing, capital gains, retirement plan contributions, entity structure, and estimated tax payments so portfolio moves and tax filings reflect the same strategy - not conflicting assumptions.
Common coordination failures
Advisors rebalance without discussing lot selection and tax lots with the CPA. CPAs recommend retirement contributions without knowing liquidity needs. K-1 income arrives after portfolio decisions are locked for the quarter.
What good coordination includes
Shared calendars for estimated tax dates, pre-year-end gain/loss harvesting aligned with bracket management, retirement plan adoption timed with payroll, and estate document reviews when beneficiary designations change on accounts.
Montreux works alongside your existing CPA when you prefer to keep them - we complement, not replace, your tax quarterback.
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This article is for educational purposes only and does not constitute tax, legal, or investment advice. Individual circumstances vary. Montreux Wealth Management is a registered investment adviser. Contact f.hasan@montreuxwealth.com with questions.