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While our tax preparation service focuses on reducing your taxes for the current year, tax planning is more forward looking and often involves more than one tax year.
We help you plan and prepare for future tax and financial issues. Some common areas where we help clients are:
- Whether to contribute to a Roth or a Traditional retirement plan
- Retirement plan distributions and rollovers
- Pre-divorce and post-divorce tax advice and financial planning
- Starting up a new business
- How to structure a transaction to save taxes
- Any financial issue for which you would like a qualified, objective opinion
Our professional staff consists of CPAs and Certified Financial Planners® so we are uniquely qualified to look at the whole picture. Many of our tax clients also become financial planning clients.
They have peace of mind knowing that their tax and financial matters are handled by competent professionals. They also have the convenience of having it all with a trusted advisor who understands their situation.