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.