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Tax Planning & Preparation

What We Do

You don’t have a choice about paying taxes but there is no reason to pay more than you should. The Government Accountability Office estimates that Americans overpay almost one billion dollars in taxes each year. How much of that money is yours? We specialize in personal income tax preparation and planning. We identify tax-saving strategies specific to your situation. We work with you throughout the year, not only when it is time to prepare your return.

Do you want to reduce your tax burden?

You might save by

  • Restructuring your investments to produce a higher after-tax return
  • Saving for college in a tax-efficient manner
  • Claiming home office deductions
  • Maximizing retirement contributions