19 years
Read the full profile of Elena Marsh, Retirement advisor
15 years advising
Next opening: Typically Tue, Wed, Thu
Tax planning
Julian Voss
Enrolled Agent and CFP®
Julian uncovers the quiet tax savings most people overlook, from Roth conversions to more thoughtful giving.
- EA
- CFP®
- Based in
- Denver, CO
- Languages spoken
- English, German
- Ways to meet
- Video, Phone
Meet Julian
Julian prepared tax returns for years before seeing that the biggest savings happen well before April. Now he plans ahead with clients so every major decision is made with tax in mind.
He can explain a tangled rule with a quick sketch, and he has a talent for finding opportunities buried in an old return.
Working together
- 01
Go through your last two returns to see what was missed.
- 02
Plan income, gains and giving across several years rather than one.
- 03
Work with your accountant so the plan is filed exactly as intended.
Where they help most
- Roth conversions
- Tax-loss harvesting
- Charitable giving
- Equity compensation taxes
What clients say
“Julian spotted a window for a Roth conversion that will save us tens of thousands.”
Priya and Sam N.Physicians “My giving now does more good and costs me less in tax. Quietly brilliant.”
Owen C.Consultant “Clear and exact, and he checks every detail twice.”
Lauren V.Attorney
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