Tax Preparation & Planning

Tax Preparation

Whether you're an individual looking to maximize deductions, or a small business owner navigating complex rules, we'll take the stress out of tax season and help you keep it that way.

We don’t believe in processing as many returns as possible which is why we intentionally keep our client list small.That means your taxes get done right, with the care and attention you deserve.

By working with fewer people, we can give each one more time, deeper insight, and personalized service. That means your taxes get done right, with the care and attention you deserve. We’ll look for every opportunity to save you money, ensure everything is filed correctly and on time, and give you peace of mind all year long.

Tax Planning

Imagine paying less in taxes while building a brighter financial future for yourself and your family. That's the power of proactive tax planning – it's not just about filing returns, it's about making smart moves today that put real money back in your pocket tomorrow.

Whether you're a busy professional, a growing family, or a business owner chasing big dreams, effective tax planning helps you:

  • Maximize your take-home pay

  • Protect your wealth

  • Grow your business smarter

  • The most common items include W-2s, 1099s, brokerage statements (1099-B), and 1099-Rs if you are making withdrawals from your retirement.

    For business owners you’ll need to provide records of income and expenses. This can be as simple as bank records and receipts or as advanced as financial reports from your accounting software.

    If your a new client, we require you to provide last year’s tax return or the most recent return filed.

  • This answer varies wildly. The best way to answer this is to call us and/or provide your prior year return. Providing your previous year’s return can help us give you or more accurate price.

    Our firm’s prices start at $275 for individuals with simple returns. Business returns vary more to a degree that it’s easier to call us. Prices vary with the type and amount of information you provide as well as the time required to accurately prepare your return.

    In some cases with new more complex clients, we can only provide a range/ estimate.

  • The answer is everything you need.

    Big name, corporate, tax-prep chains that rhyme with H&R Stock and TurboWax, have deceptive marketing practices and a business model of up charging for the smallest of things that cost nothing to add on. This ends in the cost of tax their tax prep services being significantly more than advertised, in many cases. Both companies actually got sued by the federal government over various forms of these practices. Soapbox over.

    Our firm gives you a price and that’s it. If it’s a price range, you know about it upfront and we honor it.

    We don’t charge by form. No up charges. It includes e-file, direct deposit, 1 state return or 10 state returns. These are all simple additions or changes that cost the firm nothing and so cost you nothing.

    We only charge for our time. Zero extras.

  • We can file one easily. it's common and gives more time to prepare accurately.

  • Tax planning is proactive strategies to minimize future taxes legally. It helps reduce your overall tax burden, take advantage of deductions/credits, and avoid year-end surprises by taking a proactive approach to taxes throughout the year.