Tax Preparation

We frequently find missed deductions and credits for clients who use home software programs. We are happy to give your previous year return an extra set of eyes, and help you make corrections if necessary.  

Tax Planning

  • Need help adjusting your W4?  
  • Do you know what documents to save?  
  • Going to invest in or draw from an IRA?  

We take the time to understand your goals and objectives and search out ways to help you meet them, all the while saving you money! 

Life changes that might prompt you to seek expert tax advice.

  • Getting your first job
  • Going to college
  • Graduation
  • Moving
  • Getting married
  • Buying a home
  • Energy efficient choices
  • Starting a business
  • Birth of a child
  • Changing jobs
  • Paying student loans
  • Planning for retirement
  • Sending kids to college
  • Working from home
  • Owning a second home
  • Selling your home
  • Illness or major injury
  • Divorce
  • Retirement
  • Death of a spouse or loved one
  • Caring for parents, children
  • And so many more!

We check previous year returns for free from May-December.  

Make sure this year’s tax return is accurate.  Call today and make your appointment!