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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.