
Tax Preparation
No matter how complicated your finances, we can simplify the process with an in-person review of the tax return before filing. You’ll receive a full explanation of every form and deduction for the year so you completely understand the final results, every time.
Review tax documents
Advise of tax documents needed
Advise of possible deductions
Advise of red flags or risky positions
Coaching for finding additional deductions
Advice as to expense substantiation
Long term record/return storage – free and available 24/7
Free long term secure storage of private, non-tax documents (wills, medical powers of attorney, etc.)
Want to learn more? Get in touch or book an appointment to get started.