Tax Preparation

As a financial planning firm, we believe we create value by ensuring that the tax planning strategies that we recommend to our clients are filed properly. Since we do not offer tax preparation services to non-financial planning clients, we can take the time needed to review the returns and share feedback. We think that a deeper conversation may mean that our clients better understand their tax filing and the important role of tax planning within their financial plan.

Tax preparation is only one of many engagements that we may have with our clients. Since we have constant contact with them, we are able to quickly pick up if we are missing documents from them. We believe that it helps us ensure that the filing is compliant while helping our clients get the full amount of deductions that they are allowed by law.

Tax preparation is important, but it isn’t our only focus. Our experience and knowledge in financial planning give us the ability to provide a higher level of service that includes tax planning and advice.

Our tax preparation team is composed of IRS-licensed professionals who have years of experience dealing with tax returns. We use the latest technology to ensure that our clients’ tax returns are filed correctly and in a timely manner.

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Before You Go.

Did you know about our Tax Savings Guarantee?

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If you are a business owner with at least $250k in Profits, we guarantee a minimum of $10,000 in tax savings or more.

Find out during the Tax Analysis meeting how much we conservatively expect to save you.