Tax Planning + Preparation

Our proactive approach allows you to make decisions all year long to keep you in control. We continuously monitor changing economic conditions and tax laws and implement them into your plan. Our value-based engagement platform creates an open relationship so our clients can call us when they have questions.

IN-DEPTH HOLISTIC ANALYSIS

  • Analysis of tax returns, legal and financial documents
  • Focus on all areas of Tax – Federal & State Income Taxes, Social Security, Estate and Gift Tax
  • Retirement & Employee Benefits & Entity Structure

PLAN DEVELOPMENT

  • Tax Planning vs Tax Preparation
  • Optimize Personal, Business & Charitable Tax Situation
  • Written options provide clarity to make decisions

IMPLEMENTATION + MANAGEMENT

  • Integrated approach with our professional alliances and your advisors
  • Ongoing planning & alignment with your Master Plan™