Tax Preparation


In order to minimize your future tax liability, it is essential to have effective tax preparation and planning. This is where we step in to provide tax advice and clarity on tax issues that impact individual or business returns. 

Our tax service provides professional and personal attention to each client. We offer all the tax services you need in order to receive your maximum tax refund.  We offer in person appointments or drop off service, making it more convenient for our clients.   

Major Life Changes

As we work together, we help our clients understand how major life changes impact your tax situation. Whether  there is an addition of a child to the family or a change in marital status, we are here to provide advice on how to proceed. These changes can result in several tax benefits or consequences and it is our job to ensure every client understands these decisions.

Tax Tips

As 2018 comes to an end, now is the time to start reviewing and gather all documents. It is important to stay organized and separate documents into categories, such as income, deductions, life changes, and other. 

Consider contributing to your 401K or retirement plan before December 31st to reduce your taxable income.  Keep in mind that if you have a IRA, you have until April 15, 2019 to make 2018 IRA contributions.

contact us today to schedule an appointment!