Tax Preparation & Planning
We are dedicated to keeping our tax preparation skills honed with continuing education courses throughout the year, and are qualified to prepare tax returns for all 50 states. Tax filing and preparation fees can be deducted from your refund so there is no upfront cost for filing and preparation fees.
Our goal is to make the preparation process easy and to minimize your tax liability with careful planning. Your tax preparation interview can be conducted either in person, by mail, or e-mail— whichever is most convenient for you.
Whether you need current-year returns prepared, or need to plan for retirement or your child's education, our professional team can assist you with all of your needs.