Tax Services

Unfortunately, tax laws in the United States continue to get more and more complicated every year. For some people, this means that their returns are simply too complex for them to prepare on their own. Even for those with less complicated returns, it often means that preparing their return would take more time than they care to spend on it.

Tax Preparation

Looking for a tax professional can be a challenge. The two primary options for most people:

• Use the tax industry’s equivalent of a drive-through restaurant. (It’s probably not necessary to name names here.)
• Pay thousands of dollars to have one of the big accounting firms prepare your return.

I provide you with an option in the middle. If you don’t have the confidence in the low-end firms, but don’t necessarily think that your return requires an entire team of professionals who come with a price tag in the mid four-figure range, then my services might be right for you. To get more information to see if we’re a good match, please fill out this form, telling me a little bit about what type of services you need.

Tax Consulting/Planning

Of course, the most valuable thing a tax professional can provide is tax planning. Once it’s time to fill out your return for the year, it’s too late for you to take advantage of a number of tax-saving strategies that might have saved you money if you’d taken advantage of them throughout the year.

Having worked as a Financial Adviser prior to entering the tax industry, I’m fully aware of how significantly taxes can impact your financial situation. Even more importantly, I recognize that successful tax planning is only a part of your whole financial picture. To get more information about my tax planning services, please fill out this form, telling me a little bit about yourself and what specifically you need help with.