Tax Planning
We will conduct a one-on-one tax planning consultation for you on an as needed basis. It is recommended that this planning session happen at least once per year, in November, to take advantage of year end tax planning strategies. In addition, it is to your benefit to have an additional planning session after the previous year’s tax returns have been filed, to implement strategies that need to be in place throughout the tax year. Tax planning involves designing strategies and developing a course of action that will save you money. Once the appropriate planning strategies are identified, we will show you what needs to be done on an ongoing basis to ensure the implementation of your strategies. We are willing to give you ideas on saving taxes but if you don’t act on these ideas, or they are not properly implemented, you are not getting the maximum savings you should.

Tax Preparation
We will prepare your Federal and state individual, business, and trust income tax returns. This will allow us to take advantage of the recommended tax planning strategies to ensure the proper reporting treatment on your tax returns. We prepare all state income tax returns, so your geographic location will not prevent us from assisting you.