Tax Planning & Preparation

Preparation

We work with our clients to minimize their total tax burden. Our goal is to plan today for tomorrow’s return. A tax return should be the result of proper financial planning.

• Professional and timely preparation of all federal and state income tax returns at competitive prices.
• E-filing of all qualified returns at no extra charge.
• Audit of the previous two years tax returns to assure the client that they received every tax benefit available to them.
• Dependent children’s returns are processed with the parents return.

We offer a year round tax planning and preparation. Our office does not close down on April 15th. Our long term office staff will be available to help any time of the year–no matter what the question.

Planning

Proper tax planning is the foundation of a sound financial plan.

We provide complete financial assessment focusing on your individual goals. Including an evaluation of your past and present net worth, a risk assessment and a risk management evaluation/insurance audit. We also perform investment planning with an emphasis on risk tolerance within your personal asset allocation model as well as personalized financial plans to match your income and lifestyle. Other services include estate planning and money management with various options.