What We Do

Tax

Everyone wants to keep as much of their hard-earned money as possible. Our team works to find tax-saving strategies for you, whether it’s your personal taxes, or a business, trust, or estate.

We’re committed to staying on the leading edge with technology updates, keeping up with changes in tax laws, and encouraging Continuing Professional Education for our team to serve you to the best of our ability.

We will also:
  • Consider your overall financial picture
  • Stay in touch, returning calls and emails promptly
  • Use tax planning to minimize tax burden at year-end
  • Take advantage of every tax credit and deduction available for your situation
  • File your returns on time, without extensions, as often as possible

We enjoy having clients from a variety of situations, but we specialize in more complicated returns — businesses, farms, trusts, etc. Our fees typically start at $500, and can change based on the complexity of the return.

No one wants to be surprised by their tax bill. Let us put our experience with tax strategies to work for you. If you have outgrown your current tax preparer, we’re here to help.

See my paycheck
Enter work hours
Review investment statements