We believe every family deserves a tax solution that fits their unique situation and goals

What We Do

Preparation & Filing: Calculating and filing federal and state tax returns, plus managing extensions and audits as needed

  • Do you qualify for more than one filing status? If so, which is most advantageous?

  • Is your income sourced to more than one state?

  • Do you have passive income beyond your primary employment?

  • Should you be itemizing deductions?

  • Do you qualify for any new credits, exemptions, or deductions?

Planning: Forecasting next year’s taxes and working to deliver a predictable outcome

  • Do you prefer a large refund or a near-zero balance due?

  • Are you withholding and/or pre-paying the proper estimated amounts?

  • Is this the year for a large expenditure?

  • How do recent tax law changes impact you?

  • How will a change in the timing or size of your income impact your taxes?

Strategy: Building a personalized, holistic approach to minimize your long-run tax obligations

  • How will changes to your financial picture impact future returns?

  • Will your effective rate rise or fall in the next 5 years? 10 years? 20 years?

  • What tax-advantaged accounts are best-suited to your goals?

  • What is the right balance between paying now and paying later?

  • What taxes will you be paying in retirement?

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