Creating synergies within all areas of your financial life.
About Us
PERSONAL TAX & ACCOUNTING
We’re not your typical “tax shop” that churns out a high volume of returns without a second thought. Our priority is proactive tax planning, and we partner with clients who understand its importance in the overall tax return process. By focusing on comprehensive tax strategies, we help you avoid missed opportunities that could end up costing you more than our Tax Planning and Preparation packages.
Ready to take control of your tax situation and maximize your savings? Let’s get started today!
premium tax planning & projection packages
Personal Income Tax Planning & Preparation: Form 1040
Fiduciary Income Tax Planning & Preparation Package: Form 1041
Fiduciary Income Tax Planning & Preparation Package: Form 1041
- Prepare Form 1040
- Perform a tax projection for the upcoming year
- Provide education for tax-saving techniques
- Third-quarter check-in meeting to assess the progress on planning implementation
- Provide guidance on withholding and estimated payments
Fiduciary Income Tax Planning & Preparation Package: Form 1041
Fiduciary Income Tax Planning & Preparation Package: Form 1041
Fiduciary Income Tax Planning & Preparation Package: Form 1041
- Prepare Form 1041
- Perform a tax projection for the upcoming year and provide tax savings techniques
- Beneficiary distribution guidance
- Third-quarter check-in meeting to assess the progress on planning implementation
- Guidance on estimated payments