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.