"Tax preparer is excellent and very patient.  Thank you for all the years of excellent service." - R.R.

Focused on Your Success – Individual Income Taxes

Maximizing your income means minimizing your tax liability.  Take advantage of our income tax planning services and your tax return won’t be a source of stress in April.

Here is your road map to stress free tax return preparation:
     •  Tax planning before year end (as often as necessary)
     •  Initial tax return meeting (optional for returning clients)
     •  Tax organizers available on request (optional)
     •  Initial tax return preparation
     •  Our questions and your answers
     •  Tax return draft preparation 
     •  Tax return draft revision, if necessary
     •  Completion of final tax returns and final meeting (optional)

You can control your tax liability with our help:
     •  Plan for your tax liability throughout the year
     •  Match tax-saving strategies to your personal goals
     •  Minimize audit risk by understanding how the IRS reviews tax returns
     •  Review your tax return drafts for more input on your tax returns
     •  Analyze the "what ifs" -  make the maximum pension contribution versus
              no pension contribution