Tax Planning

We think that every American should pay the minimum legal amount of income tax. This effectively means not only correctly reporting income and deductions, but also trying to uncover tax opportunities within the Tax Code. To do this, it’s important to look at taxes as a proactive process, not as a reporting of history. Too many CPAs have their clients bring in their data after year end, prepare the return, and send the client on their way. We think most people need input on planning their taxes before the return is done. 


Tax Preparation

Our staff is experienced with preparing tax returns for families and individuals regardless of income or complexity of deductions, scenarios, etc.