More than filling out 1040 forms, our proactive tax planning finds more tax deductible items, creates tax-advantaged situations and teaches you how to reduce taxes for greater savings in future years. Often, the tax savings we identify are greater than our fees—essentially making our services free.
Our comprehensive Tax Planning process includes:
We will gladly work cooperatively with your CPA or tax preparer. Or you may prefer to have us coordinate your tax preparation with one of the CPAs on our expert team. Our team provides income tax-preparation with a focus on proactive planning and deduction maximization. The deductions we find may more than cover the cost of our fees. For new clients, we may find overlooked deductions and recommend amending prior tax returns to claim overlooked deductions.