In this Thanksgiving edition of Trending Today, we’ll walk through a number of charitable giving.
Helping you remove the hassle of properly coordinating all of your financial affairs, so you can live a happier life and enjoy retirement.
Towerpoint Wealth provides expert financial guidance to clients nationwide, helping them build and secure their financial future.
States with active clients trusting our counsel and planning
Average years of experience for all TPW team members
Client partnerships built on trust, care, and coordination
At Towerpoint Wealth, we go beyond traditional financial advising and wealth management, we are your dedicated partners in building, protecting, and managing your wealth. As a fiduciary firm, we are legally and ethically committed to acting in your best interest, 100% of the time, providing coordinated, transparent, and highly personalized financial strategies tailored to your unique personal and financial goals. With deep expertise in wealth management, investment planning, retirement income, tax minimization, estate planning, and legacy preservation, we seek to instill in you a foundational, longer-term confidence, knowing that all of your financial affairs are properly coordinated.
We provide personalized financial strategies to help you grow, manage, and protect your wealth. From investment management and retirement planning to tax-efficient strategies and legacy planning, our expert team is dedicated to guiding you toward lasting financial success.
Learn to build a strong financial portfolio and reduce expenses with Towerpoint Wealth.
Towerpoint Wealth partners with experts in real estate, tax, money and estate planning.
Towerpoint Wealth helps optimize RSUs and stock options, reducing tax impacts.
We work with our clients to create a personalized retirement plan.
Align your portfolio and financial strategy with your values through ESG investing and charitable giving.
To take care of your family now and after you are gone, you may need a financial advisor and estate planning.
We believe financial planning should feel empowering—not overwhelming.
Our approach is designed to give you clarity and confidence, with advice that’s
always in your best interest.
• Transparent and educational
• Personalized to your specific life and goals
• Rooted in fiduciary responsibility—your best interests always come first
• Delivered by a boutique, relationship-first advisory team
Whether you’re preparing for retirement, managing concentrated equity, or just
seeking clarity, we’re here to help.
If you’re searching for tax planning near me in Roseville, CA, you’re likely looking for more than a one-time tax preparation service. At Towerpoint Wealth, we go beyond traditional tax services to deliver integrated, long-term strategies that help our clients protect wealth, reduce liabilities, and gain clarity in an ever-changing tax landscape.
As a full-service financial firm, we serve individuals and small businesses, executives, retirees, independent professionals, and non profit organizations across the Roseville region. Every client receives a tailored approach that connects tax with investment, retirement, and estate planning decisions, so you never make a financial move in isolation.
Schedule your appointment today!
In Roseville, effective tax planning is more than a checkbox; it’s a powerful tool for financial control. California’s complex tax code, frequent legislative updates, and high-income tax rates make it essential to plan ahead, not just react during filing season.
Whether you’re preparing to sell a business, managing a windfall, or entering retirement, strategic tax guidance can help you:
Avoid overpaying on tax returns
Optimize capital gains and charitable deductions
Coordinate income across multiple states or entities
Ensure ongoing compliance with both federal and state tax laws
Clients come to us when they need clarity. They stay with us because of our consistent, proactive engagement, backed by strategy, not guesswork.
We work with a broad range of clients across Roseville and surrounding areas, each with unique goals and planning needs. Our financial services and tax planning strategies are designed to deliver impact at every life stage.
Small businesses seeking smarter entity structuring and employee compensation planning
Retired couples managing withdrawals, RMDs, and estate strategies
Independent professionals and consultants with complex income streams
Non profit organizations seeking tax-efficient growth and governance
Entrepreneurs preparing for business exits or succession
Our tax services are never one-size-fits-all. We assess your full financial picture, investments, income, assets, estate planning documents, and develop a personalized tax planning roadmap that evolves with you.
We help clients in Roseville:
Optimize charitable giving through donor-advised funds and trusts
Strategically time Roth conversions and withdrawals
Minimize exposure to capital gains and state income taxes
Coordinate filing strategies across personal and business tax returns
Integrate tax with investment and estate planning for total alignment
If you own or operate a business in Roseville, tax implications are baked into every major decision you make. Our accounting firm delivers sophisticated business services that reduce unnecessary tax burden and support long-term growth.
Our team works closely with small businesses, partnerships, and closely held corporations to:
Evaluate or restructure your business entity
Design tax-smart succession and exit plans
Navigate stock options and deferred compensation
Maximize retirement plan contributions and benefits
Stay ahead of changing regulations and maintain compliance
As your dedicated tax and wealth partner, we collaborate with your attorney, CPA, or CFO to ensure complete alignment. You’ll never be left guessing or coordinating between disconnected advisors.
Towerpoint Wealth is not a product-pushing accounting firm. We’re a fiduciary partner, delivering independent, unbiased advice that prioritizes your goals. Every plan we create is backed by research, logic, and a deep understanding of both the numbers and your values.
We also believe tax planning is never a one-time event. As your life and the tax code evolve, so should your strategy. That’s why we offer ongoing, year-round support, not just during filing season.
Working with us begins with a free consultation, where we take the time to understand your full financial picture. From there, we move through a disciplined process:
Discovery & Review – Analysis of current returns, goals, and tax exposure
Opportunity Mapping – Identifying areas for immediate and long-term improvement
Implementation – Coordinated execution with legal and financial professionals
Ongoing Strategy – Adjustments to keep your plan in sync with life and law
Our firm was built to serve those who want more than cookie-cutter tax preparation or reactive accounting. We provide comprehensive, forward-looking accounting services that integrate with your broader financial life.
Clients across Roseville appreciate our:
Deep expertise with California and federal tax laws
Coordination across legal, estate, and business professionals
Concierge-level service and responsiveness
Strategic thinking that adds value year after year
“If you need top-tier financial planning and tax expertise, Towerpoint Wealth is the place to go. From the start, I experienced unmatched professionalism and knowledge. Steve Pitchford, CPA and CFP®, stands out with his expertise in both tax and financial planning. His strategic, personalized advice gave me confidence that my finances are in excellent hands. Steve’s ability to integrate tax planning with investment strategies is invaluable. The Towerpoint team is responsive, attentive, and truly cares about client success. They provide clear, detailed financial and retirement plans tailored to individual needs. Their comprehensive approach to wealth management goes beyond numbers, focusing on improving overall quality of life. Towerpoint’s robust tax planning platform and educational resources keep me informed about the latest financial trends. Their commitment to client satisfaction and success is evident in every interaction. In summary, Towerpoint Wealth offers exceptional financial guidance with a personal touch. I highly recommend them for anyone seeking comprehensive and strategic financial planning. Thank you, Towerpoint Wealth, for making financial planning seamless and empowering!”
— Gabe Marcus
If you’re looking for real answers, not just another CPA firm offering year-end tax preparation, we invite you to experience a better standard of service. Our fiduciary team provides expert accounting, compliance, and planning support tailored to Roseville’s most successful individuals and organizations.
Stay in the loop on upcoming mixers, educational events, and key
updates from the Towerpoint Fiduciary Team.
Hear from clients who have trusted Towerpoint Wealth to guide them toward financial independence. Their stories reflect the personalized strategies, expert guidance, and lasting relationships that set us apart.
“Megan's management of our retirement fund has brought us a sense of comfort for the first time ever. The rate of growth 'ticked up' faster than what our previous fund managers delivered. And yes... ”
At Towerpoint Wealth, we are committed to helping you protect, grow, and simplify your financial life with expert, fiduciary-driven wealth management. Whether you're seeking investment guidance, retirement planning, or a comprehensive financial strategy, our team is here to support you.
While based in Sacramento, California, we proudly serve clients across Northern California and throughout the United States.
At Towerpoint Wealth, our team of experienced professionals is committed to guiding you toward financial success. With a client-first approach, we combine expertise, integrity, and personalized care to provide comprehensive wealth management solutions tailored to your unique needs.
In this Thanksgiving edition of Trending Today, we’ll walk through a number of charitable giving.
Which Approach Builds Long‑Term Wealth? In today’s unpredictable financial markets and stock market environments, investors.
Understanding Strategic Asset Allocation Strategic asset allocation refers to a long‑term investment strategy in which an investor.
Many investors dream of perfect timing — buying right before the market soars, and selling.
