Tax planning and tax preparation are the not the same.

With over 30 years of tax preparation experience, we pride ourselves as being a tax resource for our clients. We believe there is value and efficiency when your tax professional and financial advisor are one and the same.

Our clients rely upon us to proactively recommend tax savings strategies - whether we prepare their tax returns or whether we work alongside their own separate tax professionals. Our goal is to minimize the negative impact of taxes on our clients’ wealth by developing a strategy for tax smart investing - because it’s not what you earn, it’s what you keep.