We’re a finance and consulting company based in Washington.
Safeguard your retirement from rising taxes with our expert income and capital gains tax management.
About us
Welcome to Providence Capital Planning: Beyond Expectations, Beyond Ordinary
At Providence Capital, we believe in the power of unique solutions for unprecedented success.
Founded on the principles of foresight, innovation, and unwavering commitment to our clients, we've set ourselves apart as a beacon of trust and excellence in the financial services landscape.
Our journey began with a simple yet powerful mission: to protect and maximize the financial well-being of our clients. With a deep understanding of the challenges and opportunities presented by the ever-evolving tax environment, we've dedicated ourselves to mastering the art and science of tax planning, preparation, and mitigation.
Our expertise spans a broad spectrum of services, designed to offer a holistic approach to financial health. From navigating the complexities of business taxes and capital gains mitigation to crafting personalized estate tax strategies, our team at Providence Capital is your partner in achieving financial clarity and security.
But we're more than just a tax advisory firm. We're your strategic allies, committed to understanding your unique financial landscape and crafting tailored solutions that not only meet your needs today but also lay a strong foundation for your future success.
Join us at Providence Capital, where your financial aspirations become our focus. Together, we'll chart a course toward a future rich in opportunity and free from uncertainty.
What we do
We are dedicated to helping businesses and individuals navigate the complex world of finance.
We understand that each client is on a distinct journey, with specific needs, dreams, and challenges.
This belief is at the heart of everything we do, guiding our bespoke approach to:
Estate planning
Tax Advisory Service (TAS)
Financial income and longevity
retirement solutions
Beyond Expectations, Beyond Ordinary.
Services
We offer a wide variety of financial services
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Education & Planning
Unlock Your Financial Potential: Comprehensive Education and Strategic Planning Services Designed to Empower Business Owners and Families for Long-term Prosperity.
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Tax & Accountancy
Navigating Complexity with Expertise for Business Owners and Individuals Aiming for Maximum Efficiency and Savings.
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Insurance Guidance
Guiding the Future with Customized Coverage Plans to Elevate Financial Security and Peace of Mind.
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Premium Financing
Unlock Your Financial Potential: Providing in-house financing solutions to maximize your security and increase your 7702 tax-free retirement income.
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Advanced Planning
Estate Planning: Legacy Trusts, Revocable and Irrevocable Trusts, Special Needs Trusts, Charitable Trusts (CLAT/CRT), and more.
Business Solutions: Key Person/Key Employee, Valuations, Bookkeeping, Group Benefits, and more.
Projects
Featured case studies
Construction Business
Large demolition contractor uses buy-sell and key employee strategies to generate wealth, security, and a future ready game plan.
Family Retirement
Examine the Mclean-Jackson family as they build a zero income tax retirement.
Dental Practice
See one dentist who puts a plan in place that lowers taxes, recoups research and development costs, and creates a lower-cost benefit package without sacrificing quality.
Most people tell us they are concerned with taxes and feel they are high. Want to solve this problem?
Current Federal income tax brackets are to sunset December 31, 2025.
The Federal lifetime estate and gift tax exemption is currently set to sunset after 2025. This means that the existing higher exemption amount, which was significantly increased by the 2017 Tax Cuts and Jobs Act (TCJA), will eventually revert to a lower level.