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Our Process
Tax planning starts with good tax preparation. We work with you to make sure you are taking advantage of all the deductions and tax credits that are available to you.
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Initial Strategy Session
We spend time with each client to understand your situation and set you up to take advantage of every deduction and credit available to you. During the initial appointment we gather information and documents needed to prepare your tax return.
Delivery Appointment
When you tax return is completed we have you come in to review your return. We take the time to explain your return and point out significant factors that influence your tax obligations so that you can understand how those items correlate to the amount you pay.
Future Tax Stategy
The next step is to develop an individual plan specifically for your situation to help reduce your tax burden now and for the future. Our goal is to reduce your overall tax obligation not just now but especially in retirement.
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