Tax Preparation and Tax Planning

  • Restructuring your investments to earn a higher after-tax return
  • Maximizing retirement contributions
  • Claiming unused/missed tax deductions
  • Tax-efficient college saving
  • Amending prior-year returns
  • Implementing tax planning strategies
  • Timely Tax Advice

We are working with you throughout the year, not just when it’s time to file your return, so we spot new opportunities for tax savings as they arise, and you have the necessary time to act on our advice.

Who you choose for tax planning and preparation is important. As fiduciaries and personal income tax specialists, we understand and use current and lawful strategies to minimize taxes and help you build wealth.

Included in comprehensive financial plan
NO-COST REVIEW OF YOUR PRIOR THREE YEARS’ TAX RETURNS

What would you do with more money to put toward your goals? Discover how much you could be saving on taxes. Contact me today for a no-cost review of your prior three years’ tax returns.

Start Building Your Future

Our goal is to partner with you to clarify your goals, develop a plan, and guide you to continued success. We believe our best work is done for clients when we work together on an ongoing basis.