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 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, with all documents exchanged securely through an online portal. This keeps things fast, organized, and easy to track for both of us—and works best for clients who are already comfortable working digitally.