TAX

I started working on my own taxes decades ago after a few unpleasant surprises at tax time.  Beyond just filing current year tax returns, we include future projections and work with clients during the year to plan ahead and avoid surprises of their own. 

Our typical tax clients are individuals and families, religious ministers, and small businesses. Our services include current year tax preparation and filing, proactive tax projections and planning, and support for any off-season questions. We can file tax returns in all 41 states that have income tax. 

All tax returns we file include Tax Protection Plus at no additional cost to clients. $1M in Tax Audit Defense, guaranteed return accuracy, and identity theft restoration provided by the industry leader. 

With our secured online portal, we can complete the entire tax return process from sharing documents through signatures entirely online as it fits your schedule. We're also happy to meet in person when clients prefer. 

Individual returns are priced at a flat rate, with no add-on fees for tax extensions, forms, deductions, or credits. Business tax returns are quoted individually. 

As a Registered Investment Adviser, clients can work with us for both taxes and financial planning. This consolidated line of sight ensures financial and tax plans are working together seamlessly.