Tax Preparation


Let’s face it, income taxes are complicated. The IRS website contains over 800 forms and instructions and dozens of publications. Busy families just don’t have time to keep up with it all! We study the tax code and keep up with new developments so that you don’t have to. We offer year-round support for our clients and are happy to answer your tax questions throughout the year. For new clients, we review your prior year tax return for tax opportunities at no charge. We work with clients throughout the US by email, online secure file access, and video chat and in-person meetings for local clients.

As a Certified Public Accountant (CPA) Firm we are uniquely qualified to provide tax planning and tax preparation services to you and your family. As a member of the American Institute of CPAs (AICPA) we are also required to abide by a code of professional ethics and fulfill 120 hours of continuing professional education every three years.

What’s included?

Tax Preparation includes the following services…


30 minute new client meeting over the phone, or video call via Zoom.

Complimentary review of prior year tax returns for new clients.
E-file of US Federal and State tax returns.

Fall Tax Planning Meeting! Proactive tax planning is the key to optimizing your tax situation. All new clients receive a fall tax projection and video call to answer questions and make plans to lower your tax liability.

You will receive a proposal after the complementary introductory call tailored to your exact tax situation.

Whether you have started a new business or a new job, gotten married, had your first child, or just feel overwhelmed by the complexity of the tax return process, we would be happy to advise you.

Small business tax preparation is available and is quoted based on complexity. We can also assist with trusts, estates and other tax filings. Contact us today for more info.

Let's Talk!

Want to schedule a FREE introductory meeting with us to discuss your goals?

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