Holistic Tax Planning Solutions

Preparing current year income tax projections that identifies your current year liability and strategies to reduce your overall liability

Individual income tax return preparation

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Preserve your wealth by making sound financial decisions

Tax projections help identify ways you and your business can:   

  • 1. Reduce your taxable income by maximizing deductions to employer benefit plans

  • 2. Save for the future by identifying the right retirement plan
  • 3. Maximize itemized deductions and tax credits

No matter the need, we have a solution 

Tax Planning:

One-Time Analysis & Strategy Session:

Includes one (1) strategic planning session for the current or a future tax year. It also includes one (1) follow-up session, if desired.

Tax Planning:

On-Going Analysis and Strategic Planning:

Includes four (4) strategic sessions every 12 months and follow-up, as needed.

Tax Planning:

Equity Compensation & Stock Option Optimization Planning:

Includes one (1) strategic planning session and one (1) follow-up session after execution.

Individual Income Tax Return Preparation:

Starting rate. The final price depends on complexity.

Get a no-cost consultation

I need help with year-end tax planning
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