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.