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Tax Services

This is one of our original areas of specialization. Whether you’re looking for ways to reduce your tax burden or you’re simply in need of more expertise when it comes to preparing your return, we can help you navigate these often-challenging waters.

If tax planning is a priority for you, we will research, explore and consider all the tax implications of every action we propose or execute. By knowing the rules, we can almost always reduce or eliminate taxes through investment selection, property titling, trusts or other tools, depending on the goals of the client. If you like, we can prepare an estimate of your annual income tax when significant changes occur or project the inheritance taxes that may shrink the estate available to your heirs. 

For our clients who feel overwhelmed by the prospect of preparing their own returns, or who would like to take a more coordinated approach, we offer tax preparation and analysis. By combining tax preparation with investment selection and management, we can often minimize preparation time and ensure the tax efficiency of investments at the same time.

Examples of real-life services we’ve provided previous clients

Amended tax return – When asked to review one small-business owner’s entire financial situation, we found multiple deductions that had not been taken on the previous year’s tax return. The previous preparer hadn’t been aware of the client’s retirement contributions (which would have minimized the tax liability), and the client did not know to raise it as an issue. We filed an amended return with the IRS, which resulted in a refund to our client. 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck