Services

Tax Preparation & Planning

We offer tax services as a convenience to our advisory clients – to become a one-stop source for their financial service needs.

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Our difference

We are a one-stop shop for all your tax related needs. While tax planning is integral part of our financial planning subscription, tax preparation is a seperate service. As part of our planning process, we will Identify tax saving opportunities in your current situation, project your future income taxes, and develop tax planning strategies. At the time of preparing your taxes, we will leverage these strategies to maximze your deductions.

Tax Preparation

Taxes on time is peace of mind! We provide accurate, and timely tax preparation and consultation services for individuals, families, and small businesses. Our initial consultation is always free. We will electronically file your tax return so you will get a refund back quicker.

Future Tax Projections

Good judgement of your future taxes is key to developing sound tax planning. With the help of our financial planning software, we project your future year taxes. These projections enable us to work with you, and identify future tax saving opportunities that are unique to your situation.

Tax Strategies

Appropriate tax strategy is fundamental to a good financial plan. Using our financial planning software, we develop what-if scenarios for various tax strategies in your situation, and compare them side-by-side. We then recommend specific strategies based on this analysis.

Pricing

While tax planning is an integral part of our financial planning subscription, tax preparation is a separate service. That said, we will not charge more than what you paid for your last year’s tax preparation. All that we ask is – a written receipt of your payment from last year.

Financial Planning for all aspects of life

Transparent Pricing Models for Every Need

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Tax preparation

Fees: Based on complexity

Free initial consultation ( 30-minute maximum)
Match your last year’s tax preparation fees
Guidance with organizing required documents
Future tax saving recommendations, where applicable
Electronic filing for a faster refund
One stop shop if you require financial planning guidance
Available evenings and weekend – By Appointment

Other Services

We are a one-stop source for all your financial needs. In addition to tax services, we offer comprehensive financial Planning, and investment management services as well.

Financial Planning

College Savings Analysis, Employee Benefits review, Retirement Planning, Financial Goals, Investment Analysis, Estate Planning, Insurance Review, Debt Management

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Investment Management

Investment Analysis, 401(K) Reviews, Asset Allocation, Tax Efficiency, Portfolio Rebalancing, Consolidate Accounts, Set Goals & Priorities, Develop IPS