Income Tax Planning & Preparation

Preparing a tax return is filling in numbers on a form.  Tax planning is a creative and innovative process that requires understanding of a client’s entire situation, needs, desires and integrating it to help you maintain or improve their wealth based on their goals.

I offer professional preparation of most tax returns – individual, corporate, exempt organizations and trusts. I continuously monitor federal and state tax law changes to allow my clients to minimize current and future tax liabilities.

Please note that as a sole practitioner I input the data, request additional information or clarification when needed, review the return, and electronically file the returns.  The advantage over a multi-person firm is intimate familiarity with all the details of your tax return. This model requires rigid time management, and I do not meet face-to-face during the process.  I use email and phone calls to obtain requested information.

My office is 99% paperless. If you feel intimidated by this process, you are welcome to request paper documents.