Tax Planning and Preparation
No one likes taxes. But through the advice of a professional financial advisor, you can access products and services that help ease the burden. Charitable contributions, life insurance policies and investment products purchased through retirement plans can all be useful tools in an effective tax strategy. Working together, we will consider your personal situation and design a tax plan that fits your needs.
In addition, because we want to simplify our client’s financial lives, we also offer tax return preparation services for a separate fee.