Even the best returns on investments can be washed out by failing to plan for your overall tax implications which is why our tax planning strategies make a tremendous difference on your bottom line. Our tax planning services are included in the comprehensive financial plan package. We also can file your taxes for you as a secondary service.

Our Tax Strategy

We look at the local, state, and federal tax implications on your income and investments. We also consider every possible way to get you more tax deductions and tax credits. Our tax strategies are included in our comprehensive financial planning service.

If you do either a financial plan or tax preparation with us, then it often makes sense to do the other with us because we’re already familiar with your situation and can help you the best. We provide even more value to you when you utilize our services long-term because as the years go by we make recommendations and utilize tax strategies that adapt to your changing circumstances.

If you can do your own tax preparation efficiently and expeditiously then we recommend you continuing to do it yourself, but often our clients save themselves hours and days worth of time by hiring us to do their returns. We’ve been filing returns professionally for over a decade and it’s second nature to us at this point. We charge a minimal fee for the value we provide.

The new tax plan has lots of positive implications for the average person. Most notably, it raised the standard deductions for individuals to $12,000 and for couples to $24,000. This eliminates the need to itemize deductions for many people. There are many other important changes. Click on the button below to download our summary of the 2018 tax plan changes.

Contact us to find out more about our tax preparation services or to schedule a free consultation.

Pay less, save more!

We look at your personal and/or business tax returns to determine how much you can save on state, federal, and estate taxes.

New 2018 Tax Plan Changes Summary

Download our summary of the new 2018 tax plan changes.