Tax Preparation & Tax Planning

 We provide state and federal tax filings for individuals now in all 50 states and the District of Columbia. Our tax team ensures that we stay up to date on law changes to help you maximize your return. We will optimize all deductions and credits available to you through the new tax code. Throughout the year we meet with our clients to implement Roth conversions, leverage the tax code, handle qualified charitable deductions, and other tax planning strategies. As  America's IRA Expert, Ed Slott, says, "Tax preparation costs you money; tax planning saves you money!" 

• Drop Off/Mail In Discounts, by Feb. 21st              10%
• Drop Off/Mail In Discounts, by March 16th            5%
• Senior Citizen Discount (Age 65+)                          10%
• Child/Student Discount                                      30-50%

 *Maximum discount of 10%