Personal Tax Preparation
Your federal and state returns prepared by our in-house CPAs, coordinated with the team that already knows your entire financial plan.
How We Prepare Your Taxes
Most tax returns are prepared by someone who sees your finances once a year, in a stack of documents, with no context of what you are planning next. The return gets filed correctly and on time. It just arrives too late to change anything.
At Gatewood, your return is prepared by CPAs in-house who work alongside the teams that manage your investments and write your plan. The preparer already knows about the Roth conversion, the gains realized in November and the charitable distribution taken from your IRA, because those were planned decisions rather than surprises found in a 1099 in February. What comes back is a filed return and a short list of what to change before next year.
What Our Service Includes
Prior-Year Return Review
Individual Tax Return (1040)
Trust Tax Return (1041)
Gift Tax Return (709)
Estate Tax Return (706)
Amended Tax Returns
An Integrated Family Plan
A truly comprehensive financial plan involves tax, investments, cash, insurance and your estate — which all require their own expertise.
Your Client Care Team sets the tax expectation with Gatewood Tax and Accounting in the fourth quarter, and our Investment Committee confirms what was actually realized once the year closes. Your plan gets advice guided by experience and all aspects of your plan fit together to support your goals.
That is what we call Firm-to-Family®, and it is how we create plans that endure for generations. Your advisor will one day retire, but your plan will outlast any one relationship.
Frequently Asked Questions
Planning happens before the year ends, with the goal of changing the outcome. Preparation happens after it ends and reports the outcome.
Tax planning is projecting your bracket, modeling a Roth conversion, timing a capital gain or a charitable gift, and deciding what to do while there is still time to act. Tax preparation is completing and filing the return that results.
The Tax Planning service line listed on our website under Personal services is included in your advisory fee. The tax preparation services listed on this page are billed as a separate engagement.
No. Tax preparation is available on its own through Gatewood Tax and Accounting and clients of Gatewood Tax and Accounting are not required to become clients of Gatewood Wealth Solutions.
However, at this time, we are only accepting new clients by working through our waitlist as demand for the service is high.
No. Your advisory fee covers Financial Planning, Investment Management, Insurance Management, Cash Management, Tax and Estate Planning.
Tax return preparation is provided by Gatewood Tax and Accounting and is billed separately at its own rate.
While Gatewood Tax and Accounting is a separate legal entity, you are still working with the same Gatewood team with the same goals for your family.
You can see how the advisory fee is calculated on our fees page.
For our personal tax preparation services, we file individual federal and state returns, trust returns, gift tax returns, estate tax returns and amended returns.
If your household also owns a business, partnership, S-corporation and C-corporation returns are prepared through the same team. Additional fees may apply.
Bring us last year's return and we will tell you which of these apply to you.
You give us your name and the best way to reach you, and we will contact you when new client openings are available.
There is no fee to join the waitlist and no obligation. Should you change your mind when the time comes, we can assist in removing you from the waitlist.
Because we value providing education to our clients, you will also be subscribed to our email notifications when we post new educational content. You may unsubscribe from these notifications at any time.
Hear What Our Clients Say
“My wife and I moved to St. Louis four years ago and became Gatewood clients in 2024, on a referral from our daughter-in-law. Her father was an established attorney who had said good things about the team, and that recommendation was passed down to us. That introduction set an expectation, and the people there have matched it. We've met a lot of the team by now, and the impression has been consistent with every one of them. Each person we're introduced to is professional, smart, and they work together well as a group — which says something about the people Gatewood hires…” Read more.
“A friend of a friend referred us to the team over 20 years ago, and we've been together ever since. My wife and I have changed jobs and time zones more than once, but they've been a constant through it all. Even when moving to different parts of the country, we always keep our ties to St. Louis wherever possible, and we appreciate the Midwestern values of Gatewood. The relationship we’ve developed over the years has built trust in the team that they are honest and always have our best interests in mind. They’ve helped us with everything from moving our 401(k)s to managing our investments day-to-day…” Read more.
“My husband and I began working with Brian in 2019 and have been very pleased with the level of service we’ve received ever since. Our client care team, Nina and Jake, have taken the time to truly listen to our goals and actively make adjustments to reflect our evolving needs over time. What I appreciate most is the combination of knowledgeable, focused guidance always delivered with genuine care and humility. We've been so impressed with their timeliness and attention that we've introduced them to our parents, siblings and adult children and now they are advising three generations of our family. Their support with tax planning, administrative tasks, and retirement income planning has become even more comprehensive over time, and I always feel that our questions are fully addressed promptly and thoughtfully…” Read more.
“As a client of Gatewood for over 10 years now, I am very pleased with the experience I’ve had with my team. Whenever I have questions or need advice, they are always available with professional and helpful guidance. They really get to know their customers so that they can provide personalized service and are very responsive when I contact them and they do a great job managing my portfolio. I had a turning point in my life, and they were very helpful in analyzing financial impacts and helping to manage through it. I highly recommend their services.” Read more.
“What has stood out most over our decade-long relationship with Gatewood is how genuinely they listen. Our advisor takes the time to understand our full financial picture and has made a point to build a relationship with my wife as well, so she feels comfortable working with the team whether I'm present or not. Having everything coordinated in one place, with great online tools at our disposal, has been invaluable. Our team is responsive whenever we have questions and has always followed through with care and professionalism. Beyond the planning itself, it's the personal relationships we've developed that make this partnership something we're truly grateful for.” Read more.
“Our relationship with Gatewood Wealth Solutions has evolved over the years right along with our family. From building and protecting our wealth to retirement and estate planning, Gatewood has guided us and enabled our objectives. It’s assuring to know skilled professionals we trust are working with us to optimize what we have worked for all our lives.” Read more.
Important Disclosure: The statements provided are testimonials by clients of the financial professional. The clients listed have not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.