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Tax Services

Tax Preparation 

For those who want a Transparent, Fair and Reasonable Tax Preparation Firm, we are just that.  We are able to keep our prices extremely competitive for those that just need basic tax preparation without any ongoing tax needs.  With an Enrolled Agent on staff you are assured that the return is done accurately.


Audit Protection

Don't face the IRS alone!  They send out more than 200 million notices and letters every year.  Without the guidance of a tax professional, small problems quickly turn into big issues.  For a small annual fee we are able to handle these issues on your behalf.  


All Tax Package

You'll automatically be enrolled in the Audit Protection Package plus get Tax Planning and Ongoing Support.  For an annual fee you'll have all your tax needs taken care of.  Whether you get a letter from the IRS or have tax questions like:

  • What are the tax consequences of selling my house?

  • How much more income can I take without going into a higher tax bracket?

  • How much do I need to withdrawal from my IRA?

  • Will I be taxed on the assets I receive as a beneficiary?

What may seem like a simple tax question many times takes extensive information gathering and research.  With the All Tax Package, we will be ready to work on your behalf.  Most importantly, you'll get a Tax Planning Consultation.  We will go over several tax savings strategies that may apply to your individual situation.  

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck