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It’s Tax Time–Let us help you with your return.

It’s Tax Time–Let us help you with your return.

Did you know that in addition to being a financial planning firm we also offer tax preparation services? Our clients have benefited tremendously from this because we already know their tax situation and performing their return allows us to plan for taxes even more effectively.

Maynard has been doing tax returns since 1994. Daniel just got his licensed tax preparer’s number and is excited about providing this valuable service to our clients.

In addition, we made a valuable connection this year by teaming up with Adam Wood, CPA for help with completing our tax returns with even more tax knowledge and expertise.

With our tax preparation services you will pay a very reasonable fee and receive expert advice that will benefit you in large ways.

It’s now right about that time when you should have all your documents in order. Drop on by with your documents and we’ll get started on your return for you.

As a financial advisor Daniel is passionate about helping people achieve their dreams and greatest potential in life. He enjoys strong coffee, thick books, and long bike rides in his hometown of Roanoke, VA.

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