TAX PLANNING SERVICES

We offer a full suite of tax services for individuals and small businesses.  Whether you need help preparing your taxes, filling out your tax returns, planning a strategy to save money and reduce your tax liability, we're here to help!

SERVICES

TAX PREPARATION

Today's tax laws are complicated and filing a relatively simple return can be confusing.  It is easy to overlook deductions and credits to which you are entitled. 

  • We will check and recheck your tax return by with our computer software identifying  potential problems

  • Your tax return can be filed electronically so you will get a refund back quicker

  • We will show you  how to adjust your payroll withholding to get more money back each week.  

  • We will show you potential deductions to limit your tax liability for next year.  

TAX PLANNING

Planning is the key to successfully and legally reducing your tax liability.  We go beyond tax compliance and proactively recommend tax saving strategies to maximize your after-tax income.  We recommend tax saving strategies that help you...

  • grow and preserve assets by keeping Uncle Sam out of your pockets

  • defer income so you can keep your money now and pay less taxes later

  • reduce taxes on your income so you keep more of what you make

  • reduce taxes on you estate so your family keeps more of what you made

  • reduce taxes on your gifts so you an give more

  • reduce taxes on your investments so you can grow your wealth faster

  • reduce taxes on your retirement distributions so you can retire in style

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