Tax Preparation

We are Professional Tax Preparers…NOT “form filler inners” as with most preparers.  We think critically and creatively about your unique situation.  We apply critical thinking because “one size doesn’t fit all”.  We think creatively because being tax efficient requires a thoughtful regard for your personal set of facts and individual goals.  Even preparing your own income tax return can be a task that leaves you with more questions than answers.

According to a study released by the US Government's General Accounting Office, most taxpayers (77% of 71 million taxpayers) believe they benefited from using a professional tax preparer.  Even if you use a computer software program there's no substitute for the assistance of an experienced tax professional.

But wait…there’s more.  Unlike most firms, we work just as hard from May 1st thru December 31st so we are here year around to;

  • Answer Questions
  • Discuss changes to your life situation
  • Deal with payroll and withholding adjustments
  • Help you incorporate or buy a business
  • Run a projection based on a new set of facts

And it doesn’t stop there.  Our clients have access to our newsletters and tools which provide a whole host of ideas to improve your financial life.

If you'd like to receive more information about our Tax Preparation Service, please complete this form.

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