One coordinated strategy.
Built around you.
We specialize in business owners, so every service below is built around how owners earn — and how they're taxed. Your CPA, advisor, insurance agent, and attorney probably don't talk to each other; at Tulip, it's all planned under one roof by a fiduciary team, so nothing falls through the cracks.
Tax Planning & Preparation
Proactive strategy and clean filing from one team. We look forward, not backward — and put a dollar figure on every recommendation, then file the returns that reflect it.
- Custom written tax strategy
- Quarterly strategy meetings
- Entity structure review & optimization
- Year-end projections — no April surprises
- Business & personal returns (S-corp, partnership, Schedule C)
- Quarterly estimates & IRS notice support
Financial Planning
Comprehensive planning led by a CERTIFIED FINANCIAL PLANNER® professional — covering every area of the CFP® curriculum, coordinated into one strategy built around you and your business.
- Cash flow & owner compensation planning
- Insurance & risk management review
- Retirement & education goal planning
- Estate & legacy planning with your attorney
- Entity & succession coordination
- Major purchase & milestone planning
Investment Management
Portfolio design and ongoing management aligned with your goals and your tax situation — because pre-tax returns are vanity and after-tax returns are sanity.
- Goal-based portfolio design & ongoing oversight
- Tax-efficient asset location & rebalancing
- Retirement & pension plans — 401(k), Solo 401(k), SEP, cash balance
- Coordination with your overall tax strategy
Want one team running all of it?
Most clients bundle tax & financial planning with investment management — one team quarterbacking the entire financial side of your life. See pricing →
Not sure which service fits?
That's exactly what the free 20-minute discovery call is for. We'll tell you what you need — and what you don't.
Book a 20-Minute Discovery Call