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Expert Tax Planning

Financial plans for text.

With Domain Money in your corner, navigating taxes becomes a breeze. We'll guide you through the complexities and help you maximize your tax strategies.
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smart tax savings
70%
Keep more of what's yours
Taxes shouldn't hold you back. At Domain Money, we equip you with the knowledge and strategies to minimize their impact and maximize your take-home pay.
Tax-smart investing
We'll guide you towards strategically chosen ETFs that minimize your tax liability, keeping more of your hard-earned money compounding for the long haul.
Tax offsetting
Turn losses into wins. By strategically harvesting some investments at a loss, you can offset past capital gains and keep more money working for you. Domain Money helps you identify these opportunities, ensuring you maximize your tax advantage.
Tax-advantaged accounts
Grow your wealth on autopilot. We'll show you how to utilize proven methods like IRAs, 401(k)s, Roth accounts, and municipal bond funds. These accounts offer significant tax benefits, allowing your money to grow exponentially and reach its full potential.
Make your money work smarter
Taxes shouldn't be a mystery. We empower you to navigate tax season with confidence. We'll answer your burning questions and develop a personalized strategy to minimize your tax burden:
Taxes shouldn't be a source of stress. At Domain Money, we equip you with the knowledge and strategies to tackle tax season and maximize your financial freedom. Schedule a free strategy session to find out more.
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__Are there tax deductions or credits I'm missing out on?
__Can I leverage tax-loss harvesting to minimize tax burden?
__Am I contributing enough to my retirement accounts to maximize tax benefits?
__Should I consider a different filing status for a lower tax liability?
__What steps can I take now to minimize my tax burden next year?
How Domain Money works
Our flat-fee model means no assets under management (AUM) fees and no commissions.
Our focus is your financial well being. We don't push you to buy products, we only provide unbiased expert advice.
We're so confident you'll love Domain Money, we offer a 100% satisfaction guarantee. No questions asked.
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People love our approach
Hear what real clients have to say.
Aaron

Adrianna did a fantastic job and went into great detail on what exactly I need to do to achieve my goals, and even highlighted different scenarios. I will be recommending Adrianna and Domain Money to everybody!

Chelsea

We had really great and enjoyable conversations that led to a valuable and actionable plan we feel ownership of.

Tyler

Adrianna is a pleasure to work with and produced high quality information with an actionable one page summary.

KB

Brian was encouraging, thorough, and understanding of my specific situation.

Eric

Working with Katy was an excellent experience. We dug into our savings, expenses, college planning and retirement planning. She was very straight forward and unbiased in her assessment and advice. We will continue to work with her.

Tyrese

Great communication. Easy to work with. Super informative.

Nicole

Katy is an easy person to talk to, realistic about specific lifestyle needs, and crafty to find unique ways to save money, get out of debt, and is very thorough and organized about ways to curb spending.

Jacob

Katy is tremendous. She's changed the way we think about finances, budgeting, saving and spending. And she's a joy to work with. Don't know what we would do without her!

Brianna

We have worked with Katy for several years and value the original plan she developed, as well as all of the fine-tuning over the years. Katy is the best!

These testimonials are from current clients of Domain Money Advisors, LLC (Domain). No compensation (non-cash or otherwise) was provided in exchange for these testimonials. Domain does not have any material conflict of interest with the persons giving these testimonials.

"Honestly, I was blown away."
-Rachael Millanta, Nov. 8, 2023